WealthShield Partners’s Aon AON Stock Holding History

WealthShield 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 Q3	–	Sell	-126	Closed	-$30K	–	262
2021 Q2	$30K	Buy	126 +96	+320%	+$23.5K	﹤0.01%	576
2021 Q1	$7K	Buy	+30	New	+$6.6K	﹤0.01%	876

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

WealthShield Partners's AON Position: Q3 2021 in Review

WealthShield Partners sold out of Aon (AON) in Q3 2021, closing a stake of 126 shares — an estimated $30K sold.

WealthShield Partners first reported a position in AON in Q1 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 909 funds tracked by Wall St. Rank hold AON as of Q3 2021.

WealthShield Partners reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 126 Aon shares in Q3 2021, an estimated $30K.
WealthShield Partners first reported a position in Aon in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Aon position peaked at $30K in Q2 2021.
909 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.