Paragon Wealth Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Paragon Wealth Strategies’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
2023 Q1	–	Sell	-30	Closed	-$5.72K	–	43
2022 Q4	$5.72K	Hold	30	–	–	0.01%	154
2022 Q3	$5K	Buy	+30	New	+$5.33K	﹤0.01%	129

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Paragon Wealth Strategies's AJG Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Arthur J. Gallagher & Co (AJG) in Q1 2023, closing a stake of 30 shares — an estimated $5.72K sold.

Paragon Wealth Strategies first reported a position in AJG in Q3 2022 and held it in 2 quarters. The position peaked at $5.72K in Q4 2022. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

Paragon Wealth Strategies reported no remaining Arthur J. Gallagher & Co position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 30 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $5.72K.
Paragon Wealth Strategies first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 2 quarters.
Paragon Wealth Strategies's Arthur J. Gallagher & Co position peaked at $5.72K in Q4 2022.
946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.