IAG Wealth Partners’s Aon AON Stock Holding History

IAG Wealth Partners’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	-40	Closed	-$12K	–	453
2022 Q4	$12K	Buy	+40	New	+$11.7K	﹤0.01%	265

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

IAG Wealth Partners's AON Position: Q1 2023 in Review

IAG Wealth Partners sold out of Aon (AON) in Q1 2023, closing a stake of 40 shares — an estimated $12K sold.

IAG Wealth Partners first reported a position in AON in Q4 2022 and held it in 1 quarter. The position peaked at $12K in Q4 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

IAG Wealth Partners reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
IAG Wealth Partners sold 40 Aon shares in Q1 2023, an estimated $12K.
IAG Wealth Partners first reported a position in Aon in Q4 2022 and held it in 1 quarter.
IAG Wealth Partners's Aon position peaked at $12K in Q4 2022.
1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.