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Pacific Capital Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-22
Closed -$5.5K – 545
2024
Q1 		$5.5K Buy
+22
New +$5.29K ﹤0.01% 296

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Capital Wealth Advisors's AJG Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 22 shares — an estimated $5.5K sold.

Pacific Capital Wealth Advisors first reported a position in AJG in Q1 2024 and held it in 1 quarter. The position peaked at $5.5K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 22 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $5.5K.
  • Pacific Capital Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Arthur J. Gallagher & Co position peaked at $5.5K in Q1 2024.
  • 1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.