Regent Peak Wealth Advisors’s Aon AON Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-410	Closed	-$87K	–	200
2020 Q4	$87K	Buy	+410	New	+$83.7K	0.03%	236

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Regent Peak Wealth Advisors's AON Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Aon (AON) in Q1 2021, closing a stake of 410 shares — an estimated $87K sold.

Regent Peak Wealth Advisors first reported a position in AON in Q4 2020 and held it in 1 quarter. The position peaked at $87K in Q4 2020. 914 funds tracked by Wall St. Rank hold AON as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Aon position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 410 Aon shares in Q1 2021, an estimated $87K.
Regent Peak Wealth Advisors first reported a position in Aon in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Aon position peaked at $87K in Q4 2020.
914 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.