BDO Wealth Advisors’s Aon AON Stock Holding History

BDO 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
2023 Q2	$60.4K	Buy	175 +25	+17%	+$8.12K	0.01%	406
2023 Q1	$47.3K	Sell	150 -59	-28%	-$18.3K	0.01%	429
2022 Q4	$62.7K	Hold	209	–	–	0.01%	381
2022 Q3	$56K	Hold	209	–	–	0.01%	391
2022 Q2	$56K	Hold	209	–	–	0.01%	392
2022 Q1	$68K	Hold	209	–	–	0.01%	382
2021 Q4	$63K	Buy	209 +132	+171%	+$39.6K	0.01%	409
2021 Q3	$22K	Hold	77	–	–	﹤0.01%	587
2021 Q2	$18K	Hold	77	–	–	﹤0.01%	644
2021 Q1	$18K	Buy	77 +51	+196%	+$11.2K	﹤0.01%	626
2020 Q4	$5K	Hold	26	–	–	﹤0.01%	626
2020 Q3	$5K	Buy	+26	New	+$5.19K	﹤0.01%	548
2020 Q2	–	Sell	-5	Closed	-$1K	–	690
2020 Q1	$1K	Buy	+5	New	+$1.02K	﹤0.01%	695
2018 Q1	–	Sell	-9	Closed	-$1K	–	569
2017 Q4	$1K	Buy	+9	New	+$1.28K	﹤0.01%	448

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BDO Wealth Advisors's AON Position: Q2 2023 in Review

BDO Wealth Advisors increased its Aon (AON) stake by 17% in Q2 2023, buying an estimated $8.12K and bringing the position to 175 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #406.

BDO Wealth Advisors first reported a position in AON in Q4 2017 and has held it in 14 quarters since. The position peaked at $68K in Q1 2022. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

BDO Wealth Advisors held 175 shares of Aon worth $60.4K as of Q2 2023.
BDO Wealth Advisors bought 25 Aon shares in Q2 2023, an estimated $8.12K.
Aon made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #406 holding.
BDO Wealth Advisors first reported a position in Aon in Q4 2017 and has held it in 14 quarters since.
BDO Wealth Advisors's Aon position peaked at $68K in Q1 2022.
1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.