Fortis Advisors’s Aon AON Stock Holding History

Fortis 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
2022 Q2	–	Sell	-414	Closed	-$135K	–	278
2022 Q1	$135K	Buy	+414	New	+$120K	0.07%	128

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Fortis Advisors's AON Position: Q2 2022 in Review

Fortis Advisors sold out of Aon (AON) in Q2 2022, closing a stake of 414 shares — an estimated $135K sold.

Fortis Advisors first reported a position in AON in Q1 2022 and held it in 1 quarter. The position peaked at $135K in Q1 2022. 959 funds tracked by Wall St. Rank hold AON as of Q2 2022.

Fortis Advisors reported no remaining Aon position as of Q2 2022 after selling out during the quarter.
Fortis Advisors sold 414 Aon shares in Q2 2022, an estimated $135K.
Fortis Advisors first reported a position in Aon in Q1 2022 and held it in 1 quarter.
Fortis Advisors's Aon position peaked at $135K in Q1 2022.
959 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.