Sigma Planning Corp’s Aon AON Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-1,144	Closed	-$373K	–	1298
2022 Q1	$373K	Buy	1,144 +430	+60%	+$125K	0.01%	968
2021 Q4	$215K	Sell	714 -120	-14%	-$36K	0.01%	1247
2021 Q3	$239K	Buy	+834	New	+$224K	0.01%	1167
2020 Q3	–	Sell	-1,106	Closed	-$213K	–	1064
2020 Q2	$213K	Buy	+1,106	New	+$206K	0.01%	917
2020 Q1	–	Sell	-1,418	Closed	-$295K	–	924
2019 Q4	$295K	Sell	1,418 -89	-6%	-$17.6K	0.01%	806
2019 Q3	$292K	Sell	1,507 -120	-7%	-$23.2K	0.01%	774
2019 Q2	$314K	Buy	+1,627	New	+$295K	0.02%	713

Other funds holding AON

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Sigma Planning Corp's AON Position: Q2 2022 in Review

Sigma Planning Corp sold out of Aon (AON) in Q2 2022, closing a stake of 1,144 shares — an estimated $373K sold.

Sigma Planning Corp first reported a position in AON in Q2 2019 and held it in 7 quarters. The position peaked at $373K in Q1 2022. 959 funds tracked by Wall St. Rank hold AON as of Q2 2022.

Sigma Planning Corp reported no remaining Aon position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 1,144 Aon shares in Q2 2022, an estimated $373K.
Sigma Planning Corp first reported a position in Aon in Q2 2019 and held it in 7 quarters.
Sigma Planning Corp's Aon position peaked at $373K in Q1 2022.
959 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.