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Brewin Dolphin Wealth Management’s Aon AON Stock Holding History

Brewin Dolphin 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
-47
Closed -$15K – 345
2022
Q1 		$15K Buy
+47
New +$13.7K ﹤0.01% 266

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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

Brewin Dolphin Wealth Management's AON Position: Q2 2022 in Review

Brewin Dolphin Wealth Management sold out of Aon (AON) in Q2 2022, closing a stake of 47 shares — an estimated $15K sold.

Brewin Dolphin Wealth Management first reported a position in AON in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 959 funds tracked by Wall St. Rank hold AON as of Q2 2022.

  • Brewin Dolphin Wealth Management reported no remaining Aon position as of Q2 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 47 Aon shares in Q2 2022, an estimated $15K.
  • Brewin Dolphin Wealth Management first reported a position in Aon in Q1 2022 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Aon position peaked at $15K in Q1 2022.
  • 959 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.