CFA
AJG icon

Camarda Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-39
Closed -$3K – 47
2019
Q2 		$3K Hold
39
– – 0.01% 243
2019
Q1 		$3K Buy
+39
New +$3K 0.01% 280

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Camarda Financial Advisors's AJG Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2019, closing a stake of 39 shares — an estimated $3K sold.

Camarda Financial Advisors first reported a position in AJG in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 642 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 39 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $3K.
  • Camarda Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's Arthur J. Gallagher & Co position peaked at $3K in Q2 2019.
  • 642 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.