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Laurel Wealth Planning’s Aon AON Stock Holding History

Laurel Wealth Planning’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
Q3 		– Sell
-24
Closed -$6K – 212
2022
Q2 		$6K Hold
24
– – ﹤0.01% 175
2022
Q1 		$8K Hold
24
– – 0.01% 198
2021
Q4 		$7K Hold
24
– – 0.01% 152
2021
Q3 		$7K Buy
+24
New +$6.45K 0.01% 157

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Laurel Wealth Planning's AON Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Aon (AON) in Q3 2022, closing a stake of 24 shares — an estimated $6K sold.

Laurel Wealth Planning first reported a position in AON in Q3 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Laurel Wealth Planning reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 24 Aon shares in Q3 2022, an estimated $6K.
  • Laurel Wealth Planning first reported a position in Aon in Q3 2021 and held it in 4 quarters.
  • Laurel Wealth Planning's Aon position peaked at $8K in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.