OneAscent Wealth Management’s Aon AON Stock Holding History

OneAscent Wealth 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
2023 Q2	–	Sell	-668	Closed	-$211K	–	107
2023 Q1	$211K	Sell	668 -104	-13%	-$32.2K	0.08%	170
2022 Q4	$232K	Buy	+772	New	+$226K	0.11%	143
2022 Q3	–	Sell	-1,407	Closed	-$379K	–	151
2022 Q2	$379K	Buy	1,407 +690	+96%	+$198K	0.19%	84
2022 Q1	$233K	Sell	717 -31	-4%	-$9.02K	0.12%	177
2021 Q4	$225K	Buy	+748	New	+$224K	0.56%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

OneAscent Wealth Management's AON Position: Q2 2023 in Review

OneAscent Wealth Management sold out of Aon (AON) in Q2 2023, closing a stake of 668 shares — an estimated $211K sold.

OneAscent Wealth Management first reported a position in AON in Q4 2021 and held it in 5 quarters. The position peaked at $379K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

OneAscent Wealth Management reported no remaining Aon position as of Q2 2023 after selling out during the quarter.
OneAscent Wealth Management sold 668 Aon shares in Q2 2023, an estimated $211K.
OneAscent Wealth Management first reported a position in Aon in Q4 2021 and held it in 5 quarters.
OneAscent Wealth Management's Aon position peaked at $379K in Q2 2022.
1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on OneAscent Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.