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PFG Private Wealth Management’s Aon AON Stock Holding History

PFG Private 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
2021
Q4 		– Sell
-329
Closed -$94K – 309
2021
Q3 		$94K Buy
+329
New +$88.4K 0.06% 76

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PFG Private Wealth Management's AON Position: Q4 2021 in Review

PFG Private Wealth Management sold out of Aon (AON) in Q4 2021, closing a stake of 329 shares — an estimated $94K sold.

PFG Private Wealth Management first reported a position in AON in Q3 2021 and held it in 1 quarter. The position peaked at $94K in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • PFG Private Wealth Management reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • PFG Private Wealth Management sold 329 Aon shares in Q4 2021, an estimated $94K.
  • PFG Private Wealth Management first reported a position in Aon in Q3 2021 and held it in 1 quarter.
  • PFG Private Wealth Management's Aon position peaked at $94K in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.