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Personal Wealth Partners’s Aon AON Stock Holding History

Personal 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
2021
Q3 		– Sell
-6
Closed -$1K – 97
2021
Q2 		$1K Buy
+6
New +$1.47K ﹤0.01% 405
2020
Q1 		– Sell
-6
Closed -$1K – 94
2019
Q4 		$1K Hold
6
– – ﹤0.01% 382
2019
Q3 		$1K Buy
+6
New +$1.16K ﹤0.01% 391

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Personal Wealth Partners's AON Position: Q3 2021 in Review

Personal Wealth Partners sold out of Aon (AON) in Q3 2021, closing a stake of 6 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in AON in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 909 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Personal Wealth Partners reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 6 Aon shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in Aon in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Aon position peaked at $1K in Q2 2021.
  • 909 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.