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FirstPurpose Wealth’s Aon AON Stock Holding History

FirstPurpose Wealth’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
Q1 		$246K Sell
777
-38
-5% -$11.8K 0.09% 177
2023
Q4 		$237K Sell
815
-5
-0.6% -$1.6K 0.09% 181
2023
Q3 		$266K Buy
820
+20
+3% +$6.62K 0.11% 154
2023
Q2 		$276K Buy
800
+28
+4% +$9.09K 0.12% 152
2023
Q1 		$243K Sell
772
-163
-17% -$50.5K 0.12% 154
2022
Q4 		$281K Buy
935
+164
+21% +$47.9K 0.16% 126
2022
Q3 		$207K Buy
+771
New +$218K 0.14% 137

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

FirstPurpose Wealth's AON Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Aon (AON) stake by 4.7% in Q1 2024, selling an estimated $11.8K and leaving 777 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #177.

FirstPurpose Wealth first reported a position in AON in Q3 2022 and has held it in 7 quarters since. The position peaked at $281K in Q4 2022. 1,081 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • FirstPurpose Wealth held 777 shares of Aon worth $246K as of Q1 2024.
  • FirstPurpose Wealth sold 38 Aon shares in Q1 2024, an estimated $11.8K.
  • Aon made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #177 holding.
  • FirstPurpose Wealth first reported a position in Aon in Q3 2022 and has held it in 7 quarters since.
  • FirstPurpose Wealth's Aon position peaked at $281K in Q4 2022.
  • 1,081 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.