Fortitude Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-96	Closed	-$17K	–	233
2022 Q1	$17K	Buy	96 +4	+4%	+$638	0.01%	871
2021 Q4	$15K	Buy	+92	New	+$15K	0.01%	909

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Fortitude Advisory Group's AJG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q2 2022, closing a stake of 96 shares — an estimated $17K sold.

Fortitude Advisory Group first reported a position in AJG in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

Fortitude Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 96 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $17K.
Fortitude Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Arthur J. Gallagher & Co position peaked at $17K in Q1 2022.
821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.