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Forvis Mazars Wealth Advisors’s Aon AON Stock Holding History

Forvis Mazars 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
2021
Q1 		– Sell
-2,852
Closed -$603K – 277
2020
Q4 		$603K Sell
2,852
-131
-4% -$26.7K 0.03% 199
2020
Q3 		$615K Buy
2,983
+177
+6% +$35.3K 0.04% 182
2020
Q2 		$540K Sell
2,806
-61
-2% -$11.4K 0.04% 187
2020
Q1 		$473K Buy
+2,867
New +$587K 0.04% 177

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors's AON Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Aon (AON) in Q1 2021, closing a stake of 2,852 shares — an estimated $603K sold.

Forvis Mazars Wealth Advisors first reported a position in AON in Q1 2020 and held it in 4 quarters. The position peaked at $615K in Q3 2020. 913 funds tracked by Wall St. Rank hold AON as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Aon position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,852 Aon shares in Q1 2021, an estimated $603K.
  • Forvis Mazars Wealth Advisors first reported a position in Aon in Q1 2020 and held it in 4 quarters.
  • Forvis Mazars Wealth Advisors's Aon position peaked at $615K in Q3 2020.
  • 913 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.