HNWAG
AON icon

High Net Worth Advisory Group’s Aon AON Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-419
Closed -$126K – 215
2022
Q4 		$126K Hold
419
– – 0.05% 225
2022
Q3 		$112K Hold
419
– – 0.05% 227
2022
Q2 		$113K Hold
419
– – 0.05% 228
2022
Q1 		$136K Hold
419
– – 0.05% 217
2021
Q4 		$126K Buy
+419
New +$126K 0.04% 226

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

High Net Worth Advisory Group's AON Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Aon (AON) in Q1 2023, closing a stake of 419 shares — an estimated $126K sold.

High Net Worth Advisory Group first reported a position in AON in Q4 2021 and held it in 5 quarters. The position peaked at $136K in Q1 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 419 Aon shares in Q1 2023, an estimated $126K.
  • High Net Worth Advisory Group first reported a position in Aon in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Aon position peaked at $136K in Q1 2022.
  • 1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.