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Financial Synergies Wealth Advisors’s Aon AON Stock Holding History

Financial Synergies Wealth 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
2024
Q2 		– Sell
-3
Closed -$1K – 94
2024
Q1 		$1K Buy
3
+2
+200% +$620 ﹤0.01% 406
2023
Q4 		$301 Sell
1
-2
-67% -$640 ﹤0.01% 420
2023
Q3 		$973 Hold
3
– – ﹤0.01% 378
2023
Q2 		$1.04K Buy
3
+2
+200% +$650 ﹤0.01% 369
2023
Q1 		$316 Hold
1
– – ﹤0.01% 460
2022
Q4 		$301 Hold
1
– – ﹤0.01% 420
2022
Q3 		$268 Hold
1
– – ﹤0.01% 428
2022
Q2 		$270 Buy
+1
New +$287 ﹤0.01% 449

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Financial Synergies Wealth Advisors's AON Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Aon (AON) in Q2 2024, closing a stake of 3 shares — an estimated $1K sold.

Financial Synergies Wealth Advisors first reported a position in AON in Q2 2022 and held it in 8 quarters. The position peaked at $1.04K in Q2 2023. 1,105 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Aon shares in Q2 2024, an estimated $1K.
  • Financial Synergies Wealth Advisors first reported a position in Aon in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Aon position peaked at $1.04K in Q2 2023.
  • 1,105 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.