Providence Wealth Advisors’s Aon AON Stock Holding History

Providence 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
2022 Q3	–	Sell	-4,075	Closed	-$1.13M	–	97
2022 Q2	$1.13M	Hold	4,075	–	–	0.82%	40
2022 Q1	$1.34M	Hold	4,075	–	–	0.86%	38
2021 Q4	$1.13M	Hold	4,075	–	–	0.71%	45
2021 Q3	$1.18M	Hold	4,075	–	–	0.82%	40
2021 Q2	$971K	Hold	4,075	–	–	0.66%	47
2021 Q1	$938K	Hold	4,075	–	–	0.69%	47
2020 Q4	$842K	Hold	4,075	–	–	0.7%	46
2020 Q3	$841K	Hold	4,075	–	–	0.83%	42
2020 Q2	$785K	Hold	4,075	–	–	0.8%	44
2020 Q1	$655K	Hold	4,075	–	–	0.79%	45
2019 Q4	$845K	Hold	4,075	–	–	0.78%	44
2019 Q3	$789K	Hold	4,075	–	–	0.7%	51
2019 Q2	$794K	Buy	4,075 +25	+0.6%	+$4.53K	0.74%	46
2019 Q1	$696K	Hold	4,050	–	–	0.65%	52
2018 Q4	$582K	Hold	4,050	–	–	0.65%	56
2018 Q3	$623K	Hold	4,050	–	–	0.57%	57
2018 Q2	$556K	Buy	+4,050	New	+$571K	0.54%	63

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Providence Wealth Advisors's AON Position: Q3 2022 in Review

Providence Wealth Advisors sold out of Aon (AON) in Q3 2022, closing a stake of 4,075 shares — an estimated $1.13M sold.

Providence Wealth Advisors first reported a position in AON in Q2 2018 and held it in 17 quarters. The position peaked at $1.34M in Q1 2022. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

Providence Wealth Advisors reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
Providence Wealth Advisors sold 4,075 Aon shares in Q3 2022, an estimated $1.13M.
Providence Wealth Advisors first reported a position in Aon in Q2 2018 and held it in 17 quarters.
Providence Wealth Advisors's Aon position peaked at $1.34M in Q1 2022.
944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Providence Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.