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Lake Point Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-67
Closed -$5K – 666
2018
Q4 		$5K Buy
+67
New +$5K ﹤0.01% 546

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lake Point Wealth Management's AJG Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2019, closing a stake of 67 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in AJG in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 670 funds tracked by Wall St. Rank hold AJG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 67 Arthur J. Gallagher & Co shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Arthur J. Gallagher & Co position peaked at $5K in Q4 2018.
  • 670 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.