GWAG
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Garrett Wealth Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-19
Closed -$1.7K – 75
2019
Q3 		$1.7K Buy
+19
New +$1.71K ﹤0.01% 606

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

Garrett Wealth Advisory Group's AJG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q4 2019, closing a stake of 19 shares — an estimated $1.7K sold.

Garrett Wealth Advisory Group first reported a position in AJG in Q3 2019 and held it in 1 quarter. The position peaked at $1.7K in Q3 2019. 674 funds tracked by Wall St. Rank hold AJG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 19 Arthur J. Gallagher & Co shares in Q4 2019, an estimated $1.7K.
  • Garrett Wealth Advisory Group first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Arthur J. Gallagher & Co position peaked at $1.7K in Q3 2019.
  • 674 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.