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Able Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Able Wealth Management’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$2.57K – 104
2023
Q4 		$2.57K Buy
+11
New +$2.6K ﹤0.01% 421

Other funds holding AJG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Able Wealth Management's AJG Position: Q1 2024 in Review

Able Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 11 shares — an estimated $2.57K sold.

Able Wealth Management first reported a position in AJG in Q4 2023 and held it in 1 quarter. The position peaked at $2.57K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • Able Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 11 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $2.57K.
  • Able Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Arthur J. Gallagher & Co position peaked at $2.57K in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.