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Gerber Kawasaki Wealth & Investment Management’s Aon AON Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-120
Closed -$34K – 321
2021
Q3 		$34K Buy
+120
New +$32.2K ﹤0.01% 374

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 $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AON Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Aon (AON) in Q4 2021, closing a stake of 120 shares — an estimated $34K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AON in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 990 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 120 Aon shares in Q4 2021, an estimated $34K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Aon in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Aon position peaked at $34K in Q3 2021.
  • 990 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.