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

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-11	Closed	-$2K	–	138
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	141
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	141
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	139
2021 Q2	$2K	Buy	+11	New	+$1.55K	﹤0.01%	157
2016 Q2	–	Sell	-891	Closed	-$40K	–	394
2016 Q1	$40K	Buy	+891	New	+$35.6K	0.03%	202

Other funds holding AJG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

Advocacy Wealth Management Services's AJG Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Arthur J. Gallagher & Co (AJG) in Q2 2022, closing a stake of 11 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in AJG in Q1 2016 and held it in 5 quarters. The position peaked at $40K in Q1 2016. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Arthur J. Gallagher & Co position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 11 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 5 quarters.
Advocacy Wealth Management Services's Arthur J. Gallagher & Co position peaked at $40K in Q1 2016.
821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.