V Wealth Advisors’s Aon AON Stock Holding History

V 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
2023 Q3	–	Sell	-1,081	Closed	-$373K	–	125
2023 Q2	$373K	Buy	1,081 +27	+3%	+$8.77K	0.06%	244
2023 Q1	$332K	Sell	1,054 -43	-4%	-$13.3K	0.06%	266
2022 Q4	$329K	Buy	1,097 +1	+0.1%	+$292	0.07%	263
2022 Q3	$294K	Hold	1,096	–	–	0.06%	286
2022 Q2	$296K	Hold	1,096	–	–	0.06%	313
2022 Q1	$357K	Hold	1,096	–	–	0.06%	301
2021 Q4	$329K	Sell	1,096 -20	-2%	-$6K	0.05%	339
2021 Q3	$319K	Sell	1,116 -115	-9%	-$30.9K	0.05%	348
2021 Q2	$293K	Buy	1,231 +169	+16%	+$41.3K	0.05%	370
2021 Q1	$244K	Hold	1,062	–	–	0.04%	370
2020 Q4	$224K	Buy	+1,062	New	+$217K	0.05%	348
2020 Q3	–	Sell	-1,083	Closed	-$209K	–	178
2020 Q2	$209K	Buy	+1,083	New	+$202K	0.05%	324
2020 Q1	–	Sell	-1,052	Closed	-$204K	–	315
2019 Q4	$204K	Hold	1,052	–	–	0.07%	274
2019 Q3	$204K	Buy	+1,052	New	+$203K	0.07%	274

Other funds holding AON

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

V Wealth Advisors's AON Position: Q3 2023 in Review

V Wealth Advisors sold out of Aon (AON) in Q3 2023, closing a stake of 1,081 shares — an estimated $373K sold.

V Wealth Advisors first reported a position in AON in Q3 2019 and held it in 14 quarters. The position peaked at $373K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

V Wealth Advisors reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 1,081 Aon shares in Q3 2023, an estimated $373K.
V Wealth Advisors first reported a position in Aon in Q3 2019 and held it in 14 quarters.
V Wealth Advisors's Aon position peaked at $373K in Q2 2023.
1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.