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Wetzel Investment Advisors’s Aon AON Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-15
Closed -$5.01K – 163
2024
Q2 		$5.01K Hold
15
– – ﹤0.01% 586
2024
Q1 		$4.63K Hold
15
– – ﹤0.01% 691
2023
Q4 		$4K Buy
+15
New +$4.8K ﹤0.01% 713

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wetzel Investment Advisors's AON Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Aon (AON) in Q3 2024, closing a stake of 15 shares — an estimated $5.01K sold.

Wetzel Investment Advisors first reported a position in AON in Q4 2023 and held it in 3 quarters. The position peaked at $5.01K in Q2 2024. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 15 Aon shares in Q3 2024, an estimated $5.01K.
  • Wetzel Investment Advisors first reported a position in Aon in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Aon position peaked at $5.01K in Q2 2024.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.