SYSTM Wealth Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

SYSTM Wealth Solutions’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	-1,464	Closed	-$366K	–	668
2024 Q1	$366K	Buy	1,464 +294	+25%	+$70.7K	0.05%	320
2023 Q4	$263K	Buy	1,170 +200	+21%	+$47.4K	0.04%	348
2023 Q3	$221K	Sell	970 -180	-16%	-$40.3K	0.03%	420
2023 Q2	$252K	Buy	+1,150	New	+$239K	0.03%	417

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

SYSTM Wealth Solutions's AJG Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 1,464 shares — an estimated $366K sold.

SYSTM Wealth Solutions first reported a position in AJG in Q2 2023 and held it in 4 quarters. The position peaked at $366K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 1,464 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $366K.
SYSTM Wealth Solutions first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 4 quarters.
SYSTM Wealth Solutions's Arthur J. Gallagher & Co position peaked at $366K in Q1 2024.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.