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Castle Wealth Management’s Aon AON Stock Holding History

Castle 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
Q4 		– Sell
-20
Closed -$5K – 133
2022
Q3 		$5K Hold
20
– – ﹤0.01% 491
2022
Q2 		$5K Buy
+20
New +$5.75K ﹤0.01% 476

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Castle Wealth Management's AON Position: Q4 2022 in Review

Castle Wealth Management sold out of Aon (AON) in Q4 2022, closing a stake of 20 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in AON in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Castle Wealth Management reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 20 Aon shares in Q4 2022, an estimated $5K.
  • Castle Wealth Management first reported a position in Aon in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Aon position peaked at $5K in Q3 2022.
  • 1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.