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Resurgent Financial Advisors’s Aon AON Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-193
Closed -$56.2K – 210
2023
Q4 		$56.2K Buy
193
+1
+0.5% +$320 0.03% 316
2023
Q3 		$62.3K Sell
192
-166
-46% -$54.9K 0.04% 291
2023
Q2 		$124K Sell
358
-4
-1% -$1.3K 0.08% 208
2023
Q1 		$114K Buy
362
+20
+6% +$6.19K 0.08% 213
2022
Q4 		$103K Buy
+342
New +$99.9K 0.05% 304

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Resurgent Financial Advisors's AON Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Aon (AON) in Q1 2024, closing a stake of 193 shares — an estimated $56.2K sold.

Resurgent Financial Advisors first reported a position in AON in Q4 2022 and held it in 5 quarters. The position peaked at $124K in Q2 2023. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 193 Aon shares in Q1 2024, an estimated $56.2K.
  • Resurgent Financial Advisors first reported a position in Aon in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Aon position peaked at $124K in Q2 2023.
  • 1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.