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Concord Wealth Partners’s Aon AON Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-9
Closed -$2.92K – 817
2023
Q3 		$2.92K Hold
9
– – ﹤0.01% 808
2023
Q2 		$3.11K Hold
9
– – ﹤0.01% 802
2023
Q1 		$2.84K Hold
9
– – ﹤0.01% 761
2022
Q4 		$2.7K Buy
+9
New +$2.63K ﹤0.01% 889
2022
Q3 		– Sell
-91
Closed -$25K – 206
2022
Q2 		$25K Sell
91
-17
-16% -$4.89K 0.01% 494
2022
Q1 		$35K Hold
108
– – 0.01% 494
2021
Q4 		$32K Buy
108
+55
+104% +$16.5K 0.01% 540
2021
Q3 		$15K Sell
53
-55
-51% -$14.8K 0.01% 416
2021
Q2 		$26K Buy
108
+57
+112% +$13.9K 0.01% 449
2021
Q1 		$12K Buy
+51
New +$11.2K ﹤0.01% 554

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return