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Tradition Wealth Management’s Aon AON Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-744
Closed -$199K – 1155
2022
Q3 		$199K Buy
744
+1
+0.1% +$283 0.03% 257
2022
Q2 		$200K Sell
743
-10
-1% -$2.87K 0.03% 259
2022
Q1 		$245K Buy
753
+10
+1% +$2.91K 0.03% 270
2021
Q4 		$223K Hold
743
– – 0.03% 287
2021
Q3 		$212K Hold
743
– – 0.03% 268
2021
Q2 		$177K Buy
+743
New +$182K 0.03% 300

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Tradition Wealth Management's AON Position: Q4 2022 in Review

Tradition Wealth Management sold out of Aon (AON) in Q4 2022, closing a stake of 744 shares — an estimated $199K sold.

Tradition Wealth Management first reported a position in AON in Q2 2021 and held it in 6 quarters. The position peaked at $245K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Tradition Wealth Management reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 744 Aon shares in Q4 2022, an estimated $199K.
  • Tradition Wealth Management first reported a position in Aon in Q2 2021 and held it in 6 quarters.
  • Tradition Wealth Management's Aon position peaked at $245K in Q1 2022.
  • 1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.