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Curi Wealth Management’s Aon AON Stock Holding History

Curi 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
Q3 		– Sell
-185
Closed -$50K – 209
2022
Q2 		$50K Buy
185
+1
+0.5% +$287 0.01% 225
2022
Q1 		$60K Buy
184
+1
+0.5% +$291 0.01% 199
2021
Q4 		$55K Buy
+183
New +$54.9K 0.01% 183
2021
Q1 		– Sell
-184
Closed -$38K – 114
2020
Q4 		$38K Buy
+184
New +$37.6K 0.03% 165

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Curi Wealth Management's AON Position: Q3 2022 in Review

Curi Wealth Management sold out of Aon (AON) in Q3 2022, closing a stake of 185 shares — an estimated $50K sold.

Curi Wealth Management first reported a position in AON in Q4 2020 and held it in 4 quarters. The position peaked at $60K in Q1 2022. 943 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Curi Wealth Management reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 185 Aon shares in Q3 2022, an estimated $50K.
  • Curi Wealth Management first reported a position in Aon in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Aon position peaked at $60K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.