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Provence Wealth Management Group’s Aon AON Stock Holding History

Provence Wealth Management Group’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
Q4 		$582 Hold
2
– – ﹤0.01% 431
2023
Q3 		$648 Buy
+2
New +$662 ﹤0.01% 435

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.37T AUM 44.26% 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 $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Provence Wealth Management Group's AON Position: Q4 2023 in Review

Provence Wealth Management Group held its Aon (AON) position steady in Q4 2023 at 2 shares worth $582. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Provence Wealth Management Group first reported a position in AON in Q3 2023 and has held it in 2 quarters since. The position peaked at $648 in Q3 2023. 1,060 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Provence Wealth Management Group held 2 shares of Aon worth $582 as of Q4 2023.
  • Provence Wealth Management Group left its Aon share count unchanged in Q4 2023.
  • Aon made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #431 holding.
  • Provence Wealth Management Group first reported a position in Aon in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Aon position peaked at $648 in Q3 2023.
  • 1,060 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.