Motive Wealth Advisors’s Aon AON Stock Holding History

Motive 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
2023 Q1	–	Sell	-668	Closed	-$200K	–	52
2022 Q4	$200K	Sell	668 -124	-16%	-$36.2K	0.15%	58
2022 Q3	$212K	Sell	792 -372	-32%	-$105K	0.17%	58
2022 Q2	$314K	Sell	1,164 -813	-41%	-$234K	0.25%	59
2022 Q1	$644K	Buy	+1,977	New	+$575K	0.44%	46

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Motive Wealth Advisors's AON Position: Q1 2023 in Review

Motive Wealth Advisors sold out of Aon (AON) in Q1 2023, closing a stake of 668 shares — an estimated $200K sold.

Motive Wealth Advisors first reported a position in AON in Q1 2022 and held it in 4 quarters. The position peaked at $644K in Q1 2022. 1,007 funds tracked by Wall St. Rank hold AON as of Q1 2023.

Motive Wealth Advisors reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
Motive Wealth Advisors sold 668 Aon shares in Q1 2023, an estimated $200K.
Motive Wealth Advisors first reported a position in Aon in Q1 2022 and held it in 4 quarters.
Motive Wealth Advisors's Aon position peaked at $644K in Q1 2022.
1,007 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Motive Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.