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Redwood Wealth Management Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-7
Closed -$1.81K – 190
2024
Q2 		$1.81K Buy
+7
New +$1.74K ﹤0.01% 912

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redwood Wealth Management Group's AJG Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 7 shares — an estimated $1.81K sold.

Redwood Wealth Management Group first reported a position in AJG in Q2 2024 and held it in 1 quarter. The position peaked at $1.81K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 7 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $1.81K.
  • Redwood Wealth Management Group first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Arthur J. Gallagher & Co position peaked at $1.81K in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.