Wealthcare Advisory Partners’s Aon AON Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-384	Closed	-$88K	–	615
2021 Q1	$88K	Buy	+384	New	+$84.5K	0.01%	704
2020 Q1	–	Sell	-70	Closed	-$15K	–	1473
2019 Q4	$15K	Hold	70	–	–	﹤0.01%	832
2019 Q3	$14K	Hold	70	–	–	﹤0.01%	837
2019 Q2	$14K	Hold	70	–	–	﹤0.01%	810
2019 Q1	$12K	Sell	70 -22	-24%	-$3.57K	﹤0.01%	766
2018 Q4	$13K	Hold	92	–	–	﹤0.01%	722
2018 Q3	$14K	Buy	92 +22	+31%	+$3.22K	﹤0.01%	757
2018 Q2	$10K	Buy	+70	New	+$9.86K	﹤0.01%	824
2018 Q1	–	Sell	-5	Closed	-$1K	–	1074
2017 Q4	$1K	Buy	+5	New	+$712	﹤0.01%	964

Other funds holding AON

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

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

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wealthcare Advisory Partners's AON Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Aon (AON) in Q2 2021, closing a stake of 384 shares — an estimated $88K sold.

Wealthcare Advisory Partners first reported a position in AON in Q4 2017 and held it in 9 quarters. The position peaked at $88K in Q1 2021. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 384 Aon shares in Q2 2021, an estimated $88K.
Wealthcare Advisory Partners first reported a position in Aon in Q4 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's Aon position peaked at $88K in Q1 2021.
905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.