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Western Pacific Wealth Management’s Aon AON Stock Holding History

Western Pacific Wealth 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
2023
Q4 		– Sell
-107
Closed -$34.7K – 245
2023
Q3 		$34.7K Sell
107
-65
-38% -$21.5K 0.03% 156
2023
Q2 		$59.4K Hold
172
– – 0.05% 129
2023
Q1 		$54.2K Hold
172
– – 0.04% 139
2022
Q4 		$51.6K Buy
172
+62
+56% +$18.1K 0.04% 131
2022
Q3 		$29K Buy
+110
New +$31.1K 0.03% 145

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Western Pacific Wealth Management's AON Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Aon (AON) in Q4 2023, closing a stake of 107 shares — an estimated $34.7K sold.

Western Pacific Wealth Management first reported a position in AON in Q3 2022 and held it in 5 quarters. The position peaked at $59.4K in Q2 2023. 1,063 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 107 Aon shares in Q4 2023, an estimated $34.7K.
  • Western Pacific Wealth Management first reported a position in Aon in Q3 2022 and held it in 5 quarters.
  • Western Pacific Wealth Management's Aon position peaked at $59.4K in Q2 2023.
  • 1,063 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.