PFG Private Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

PFG Private 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
2023 Q4	–	Sell	-647	Closed	-$147K	–	236
2023 Q3	$147K	Sell	647 -124	-16%	-$27.8K	0.11%	48
2023 Q2	$169K	Buy	771 +114	+17%	+$23.7K	0.1%	62
2023 Q1	$126K	Buy	+657	New	+$125K	0.08%	78

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

PFG Private Wealth Management's AJG Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 647 shares — an estimated $147K sold.

PFG Private Wealth Management first reported a position in AJG in Q1 2023 and held it in 3 quarters. The position peaked at $169K in Q2 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

PFG Private Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 647 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $147K.
PFG Private Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 3 quarters.
PFG Private Wealth Management's Arthur J. Gallagher & Co position peaked at $169K in Q2 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.