Amplius Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-72	Closed	-$12K	–	196
2021 Q4	$12K	Buy	+72	New	+$11.8K	﹤0.01%	564

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Amplius Wealth Advisors's AJG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2022, closing a stake of 72 shares — an estimated $12K sold.

Amplius Wealth Advisors first reported a position in AJG in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 815 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

Amplius Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 72 Arthur J. Gallagher & Co shares in Q1 2022, an estimated $12K.
Amplius Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Arthur J. Gallagher & Co position peaked at $12K in Q4 2021.
815 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.