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Wealthcare Capital Management’s Aon AON Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-55
Closed -$13K – 112
2021
Q1 		$13K Buy
+55
New +$12.1K ﹤0.01% 248
2020
Q1 		– Sell
-19
Closed -$4K – 269
2019
Q4 		$4K Buy
+19
New +$3.76K ﹤0.01% 266

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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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wealthcare Capital Management's AON Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Aon (AON) in Q2 2021, closing a stake of 55 shares — an estimated $13K sold.

Wealthcare Capital Management first reported a position in AON in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 55 Aon shares in Q2 2021, an estimated $13K.
  • Wealthcare Capital Management first reported a position in Aon in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Aon position peaked at $13K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

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