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Wealth Advisors of Tampa Bay’s Aon AON Stock Holding History

Wealth Advisors of Tampa Bay’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
Q3 		– Sell
-923
Closed -$249K – 78
2022
Q2 		$249K Hold
923
– – 0.08% 84
2022
Q1 		$301K Hold
923
– – 0.08% 84
2021
Q4 		$277K Buy
+923
New +$277K 0.07% 93

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $14.7B AUM 12.5% 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

Wealth Advisors of Tampa Bay's AON Position: Q3 2022 in Review

Wealth Advisors of Tampa Bay sold out of Aon (AON) in Q3 2022, closing a stake of 923 shares — an estimated $249K sold.

Wealth Advisors of Tampa Bay first reported a position in AON in Q4 2021 and held it in 3 quarters. The position peaked at $301K in Q1 2022. 945 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Wealth Advisors of Tampa Bay reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 923 Aon shares in Q3 2022, an estimated $249K.
  • Wealth Advisors of Tampa Bay first reported a position in Aon in Q4 2021 and held it in 3 quarters.
  • Wealth Advisors of Tampa Bay's Aon position peaked at $301K in Q1 2022.
  • 945 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2022, filed 12 Oct 2022.