FPAS
Focus Partners Advisor Solutions’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,011
| Closed | -$696K | – | 774 |
|
|
2024
Q3 | $696K | Sell |
2,011
-252
| -11% | -$87.2K | 0.01% | 372 |
|
|
2024
Q2 | $664K | Buy |
2,263
+14
| +0.6% | +$4.11K | 0.02% | 314 |
|
|
2024
Q1 | $751K | Sell |
2,249
-1,051
| -32% | -$351K | 0.02% | 284 |
|
|
2023
Q4 | $960K | Buy |
3,300
+1,189
| +56% | +$346K | 0.05% | 174 |
|
|
2023
Q3 | $685K | Buy |
2,111
+106
| +5% | +$34.4K | 0.03% | 208 |
|
|
2023
Q2 | $692K | Sell |
2,005
-75
| -4% | -$25.9K | 0.04% | 176 |
|
|
2023
Q1 | $656K | Buy |
2,080
+51
| +3% | +$16.1K | 0.04% | 176 |
|
|
2022
Q4 | $609K | Sell |
2,029
-128
| -6% | -$38.4K | 0.05% | 173 |
|
|
2022
Q3 | $578K | Buy |
2,157
+113
| +6% | +$30.3K | 0.03% | 208 |
|
|
2022
Q2 | $552K | Buy |
2,044
+1,268
| +163% | +$342K | 0.05% | 178 |
|
|
2022
Q1 | $252K | Sell |
776
-1,233
| -61% | -$400K | 0.03% | 273 |
|
|
2021
Q4 | $603K | Buy |
+2,009
| New | +$603K | 0.13% | 60 |
|