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Capital Wealth Alliance’s Arthur J. Gallagher & Co AJG Stock Holding History

Capital Wealth Alliance’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
2020
Q1 		– Sell
-500
Closed -$51K – 91
2019
Q4 		$51K Buy
+500
New +$45.8K 0.04% 139

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Wealth Alliance's AJG Position: Q1 2020 in Review

Capital Wealth Alliance sold out of Arthur J. Gallagher & Co (AJG) in Q1 2020, closing a stake of 500 shares — an estimated $51K sold.

Capital Wealth Alliance first reported a position in AJG in Q4 2019 and held it in 1 quarter. The position peaked at $51K in Q4 2019. 651 funds tracked by Wall St. Rank hold AJG as of Q1 2020.

  • Capital Wealth Alliance reported no remaining Arthur J. Gallagher & Co position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Alliance sold 500 Arthur J. Gallagher & Co shares in Q1 2020, an estimated $51K.
  • Capital Wealth Alliance first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 1 quarter.
  • Capital Wealth Alliance's Arthur J. Gallagher & Co position peaked at $51K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2020.

Based on Capital Wealth Alliance's 13F filing for Q1 2020, filed 28 Apr 2020.