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Capstone Financial Advisors’s Aon AON Stock Holding History

Capstone Financial 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
-1,184
Closed -$272K – 139
2021
Q1 		$272K Buy
+1,184
New +$261K 0.02% 90

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

Capstone Financial Advisors's AON Position: Q2 2021 in Review

Capstone Financial Advisors sold out of Aon (AON) in Q2 2021, closing a stake of 1,184 shares — an estimated $272K sold.

Capstone Financial Advisors first reported a position in AON in Q1 2021 and held it in 1 quarter. The position peaked at $272K in Q1 2021. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Capstone Financial Advisors reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 1,184 Aon shares in Q2 2021, an estimated $272K.
  • Capstone Financial Advisors first reported a position in Aon in Q1 2021 and held it in 1 quarter.
  • Capstone Financial Advisors's Aon position peaked at $272K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Capstone Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.