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Atlas Private Wealth Advisors’s Aon AON Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3
Closed -$1K – 776
2021
Q1 		$1K Buy
+3
New +$660 ﹤0.01% 774

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Atlas Private Wealth Advisors's AON Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Aon (AON) in Q2 2021, closing a stake of 3 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in AON in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3 Aon shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Aon in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Aon position peaked at $1K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.