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Avitas Wealth Management’s Aon AON Stock Holding History

Avitas Wealth Management’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
-9,567
Closed -$2.2M – 199
2021
Q1 		$2.2M Buy
9,567
+108
+1% +$23.8K 0.43% 87
2020
Q4 		$2M Buy
9,459
+190
+2% +$38.8K 0.4% 102
2020
Q3 		$1.91M Buy
9,269
+84
+0.9% +$16.8K 0.53% 68
2020
Q2 		$1.77M Sell
9,185
-258
-3% -$48.1K 0.59% 62
2020
Q1 		$1.56M Sell
9,443
-4,229
-31% -$866K 0.71% 51
2019
Q4 		$2.85M Buy
13,672
+92
+0.7% +$18.2K 0.73% 63
2019
Q3 		$2.63M Buy
13,580
+219
+2% +$42.3K 0.73% 63
2019
Q2 		$2.58M Sell
13,361
-4,371
-25% -$792K 0.72% 62
2019
Q1 		$3.03M Buy
17,732
+166
+0.9% +$26.9K 0.88% 43
2018
Q4 		$2.55M Buy
+17,566
New +$2.73M 0.84% 54

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Avitas Wealth Management's AON Position: Q2 2021 in Review

Avitas Wealth Management sold out of Aon (AON) in Q2 2021, closing a stake of 9,567 shares — an estimated $2.2M sold.

Avitas Wealth Management first reported a position in AON in Q4 2018 and held it in 10 quarters. The position peaked at $3.03M in Q1 2019. 908 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Avitas Wealth Management reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 9,567 Aon shares in Q2 2021, an estimated $2.2M.
  • Avitas Wealth Management first reported a position in Aon in Q4 2018 and held it in 10 quarters.
  • Avitas Wealth Management's Aon position peaked at $3.03M in Q1 2019.
  • 908 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.