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True Link Financial Advisors’s Aon AON Stock Holding History

True Link 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
2022
Q1 		– Sell
-17
Closed -$5K – 137
2021
Q4 		$5K Hold
17
– – ﹤0.01% 671
2021
Q3 		$5K Hold
17
– – ﹤0.01% 667
2021
Q2 		$4K Buy
+17
New +$4.16K ﹤0.01% 618

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

True Link Financial Advisors's AON Position: Q1 2022 in Review

True Link Financial Advisors sold out of Aon (AON) in Q1 2022, closing a stake of 17 shares — an estimated $5K sold.

True Link Financial Advisors first reported a position in AON in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 980 funds tracked by Wall St. Rank hold AON as of Q1 2022.

  • True Link Financial Advisors reported no remaining Aon position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 17 Aon shares in Q1 2022, an estimated $5K.
  • True Link Financial Advisors first reported a position in Aon in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Aon position peaked at $5K in Q4 2021.
  • 980 funds tracked by Wall St. Rank held Aon as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.