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

BDO 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
2023 Q2	$42.2K	Buy	192 +10	+5%	+$2.08K	﹤0.01%	468
2023 Q1	$34.8K	Hold	182	–	–	﹤0.01%	486
2022 Q4	$34.3K	Hold	182	–	–	﹤0.01%	472
2022 Q3	$31K	Hold	182	–	–	﹤0.01%	485
2022 Q2	$30K	Hold	182	–	–	﹤0.01%	490
2022 Q1	$32K	Hold	182	–	–	﹤0.01%	506
2021 Q4	$31K	Hold	182	–	–	﹤0.01%	536
2021 Q3	$27K	Hold	182	–	–	﹤0.01%	548
2021 Q2	$25K	Hold	182	–	–	﹤0.01%	576
2021 Q1	$23K	Buy	+182	New	+$22K	﹤0.01%	591
2020 Q4	–	Sell	-32	Closed	-$3K	–	920
2020 Q3	$3K	Buy	+32	New	+$3.32K	﹤0.01%	606

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

BDO Wealth Advisors's AJG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 5.5% in Q2 2023, buying an estimated $2.08K and bringing the position to 192 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

BDO Wealth Advisors first reported a position in AJG in Q3 2020 and has held it in 11 quarters since. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

BDO Wealth Advisors held 192 shares of Arthur J. Gallagher & Co worth $42.2K as of Q2 2023.
BDO Wealth Advisors bought 10 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $2.08K.
Arthur J. Gallagher & Co made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #468 holding.
BDO Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 11 quarters since.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.