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

Financial Synergies 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
2024 Q2	–	Sell	-272	Closed	-$68K	–	83
2024 Q1	$68K	Buy	272 +231	+563%	+$55.5K	0.01%	114
2023 Q4	$7.73K	Sell	41 -230	-85%	-$54.5K	﹤0.01%	198
2023 Q3	$61.8K	Hold	271	–	–	0.01%	105
2023 Q2	$59.5K	Sell	271 -7	-3%	-$1.46K	0.01%	102
2023 Q1	$53.1K	Buy	278 +237	+578%	+$45K	0.01%	109
2022 Q4	$7.73K	Buy	41 +34	+486%	+$6.36K	﹤0.01%	198
2022 Q3	$1.2K	Hold	7	–	–	﹤0.01%	275
2022 Q2	$1.14K	Buy	+7	New	+$1.16K	﹤0.01%	296

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Financial Synergies Wealth Advisors's AJG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 272 shares — an estimated $68K sold.

Financial Synergies Wealth Advisors first reported a position in AJG in Q2 2022 and held it in 8 quarters. The position peaked at $68K in Q1 2024. 1,149 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 272 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $68K.
Financial Synergies Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Arthur J. Gallagher & Co position peaked at $68K in Q1 2024.
1,149 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.