WealthSource Partners’s Aon AON Stock Holding History

WealthSource 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
2023 Q4	$340K	Sell	1,168 -194	-14%	-$62.1K	0.02%	393
2023 Q3	$442K	Buy	1,362 +7	+0.5%	+$2.32K	0.03%	339
2023 Q2	$468K	Sell	1,355 -8	-0.6%	-$2.6K	0.03%	334
2023 Q1	$430K	Hold	1,363	–	–	0.03%	341
2022 Q4	$409K	Sell	1,363 -200	-13%	-$58.4K	0.03%	338
2022 Q3	$419K	Sell	1,563 -601	-28%	-$170K	0.03%	333
2022 Q2	$584K	Sell	2,164 -167	-7%	-$48K	0.04%	279
2022 Q1	$759K	Sell	2,331 -66	-3%	-$19.2K	0.05%	262
2021 Q4	$720K	Sell	2,397 -184	-7%	-$55.2K	0.06%	247
2021 Q3	$738K	Sell	2,581 -16	-0.6%	-$4.3K	0.06%	214
2021 Q2	$620K	Buy	+2,597	New	+$635K	0.06%	238

Other funds holding AON

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthSource Partners's AON Position: Q4 2023 in Review

WealthSource Partners reduced its Aon (AON) stake by 14% in Q4 2023, selling an estimated $62.1K and leaving 1,168 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #393.

WealthSource Partners first reported a position in AON in Q2 2021 and has held it in 11 quarters since. The position peaked at $759K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold AON as of Q4 2023.

WealthSource Partners held 1,168 shares of Aon worth $340K as of Q4 2023.
WealthSource Partners sold 194 Aon shares in Q4 2023, an estimated $62.1K.
Aon made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #393 holding.
WealthSource Partners first reported a position in Aon in Q2 2021 and has held it in 11 quarters since.
WealthSource Partners's Aon position peaked at $759K in Q1 2022.
1,060 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.