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B. Riley Wealth Management’s Aon AON Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-653
Closed -$213K – 758
2022
Q1 		$213K Sell
653
-16
-2% -$4.65K 0.02% 544
2021
Q4 		$201K Buy
+669
New +$201K 0.01% 588
2014
Q2 		– Sell
-22
Closed -$1.9K – 1102
2014
Q1 		$2K Buy
+22
New +$1.83K ﹤0.01% 994

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

B. Riley Wealth Management's AON Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Aon (AON) in Q2 2022, closing a stake of 653 shares — an estimated $213K sold.

B. Riley Wealth Management first reported a position in AON in Q1 2014 and held it in 3 quarters. The position peaked at $213K in Q1 2022. 959 funds tracked by Wall St. Rank hold AON as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Aon position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 653 Aon shares in Q2 2022, an estimated $213K.
  • B. Riley Wealth Management first reported a position in Aon in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Aon position peaked at $213K in Q1 2022.
  • 959 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.