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Paces Ferry Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-489
Closed -$52K – 142
2020
Q3 		$52K Buy
+489
New +$50.7K 0.05% 223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paces Ferry Wealth Advisors's AJG Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2020, closing a stake of 489 shares — an estimated $52K sold.

Paces Ferry Wealth Advisors first reported a position in AJG in Q3 2020 and held it in 1 quarter. The position peaked at $52K in Q3 2020. 722 funds tracked by Wall St. Rank hold AJG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 489 Arthur J. Gallagher & Co shares in Q4 2020, an estimated $52K.
  • Paces Ferry Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Arthur J. Gallagher & Co position peaked at $52K in Q3 2020.
  • 722 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.