IWP
AJG icon

Icon Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-101
Closed -$8K – 182
2019
Q1 		$8K Buy
+101
New +$7.78K ﹤0.01% 695
2018
Q3 		– Sell
-421
Closed -$27K – 282
2018
Q2 		$27K Buy
+421
New +$28.5K 0.01% 518
2018
Q1 		– Sell
-390
Closed -$25K – 266
2017
Q4 		$25K Buy
+390
New +$24.9K 0.01% 560

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Partners's AJG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2019, closing a stake of 101 shares — an estimated $8K sold.

Icon Wealth Partners first reported a position in AJG in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 646 funds tracked by Wall St. Rank hold AJG as of Q2 2019.

  • Icon Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 101 Arthur J. Gallagher & Co shares in Q2 2019, an estimated $8K.
  • Icon Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Arthur J. Gallagher & Co position peaked at $27K in Q2 2018.
  • 646 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.