CPC
AON icon

Consolidated Planning Corp’s Aon AON Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-282
Closed -$81K – 86
2021
Q3 		$81K Buy
+282
New +$75.8K 0.05% 121

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Consolidated Planning Corp's AON Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Aon (AON) in Q4 2021, closing a stake of 282 shares — an estimated $81K sold.

Consolidated Planning Corp first reported a position in AON in Q3 2021 and held it in 1 quarter. The position peaked at $81K in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 282 Aon shares in Q4 2021, an estimated $81K.
  • Consolidated Planning Corp first reported a position in Aon in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Aon position peaked at $81K in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.