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

TCI 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
2023 Q2	–	Sell	-104	Closed	-$19.9K	–	265
2023 Q1	$19.9K	Buy	104 +18	+21%	+$3.42K	﹤0.01%	709
2022 Q4	$16.2K	Hold	86	–	–	﹤0.01%	796
2022 Q3	$15K	Buy	86 +5	+6%	+$888	﹤0.01%	787
2022 Q2	$13K	Hold	81	–	–	﹤0.01%	832
2022 Q1	$14K	Hold	81	–	–	﹤0.01%	862
2021 Q4	$14K	Hold	81	–	–	﹤0.01%	899
2021 Q3	$12K	Buy	81 +30	+59%	+$4.29K	﹤0.01%	955
2021 Q2	$7K	Buy	51 +8	+19%	+$1.13K	﹤0.01%	1174
2021 Q1	$5K	Buy	+43	New	+$5.19K	﹤0.01%	1212
2020 Q2	–	Sell	-157	Closed	-$13K	–	1441
2020 Q1	$13K	Buy	+157	New	+$15K	0.01%	516
2019 Q4	–	Sell	-4	Closed	–	–	1519
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1484
2019 Q2	$0	Sell	4 -44	-92%	-$3.67K	﹤0.01%	1404
2019 Q1	$4K	Hold	48	–	–	﹤0.01%	824
2018 Q4	$4K	Hold	48	–	–	﹤0.01%	799
2018 Q3	$4K	Hold	48	–	–	﹤0.01%	825
2018 Q2	$3K	Buy	48 +4	+9%	+$271	﹤0.01%	911
2018 Q1	$3K	Hold	44	–	–	﹤0.01%	829
2017 Q4	$3K	Sell	44 -1,111	-96%	-$71K	﹤0.01%	879
2017 Q3	$71K	Buy	1,155 +1,075	+1,344%	+$63.2K	0.03%	263
2017 Q2	$5K	Buy	+80	New	+$4.52K	﹤0.01%	738

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's AJG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2023, closing a stake of 104 shares — an estimated $19.9K sold.

TCI Wealth Advisors first reported a position in AJG in Q2 2017 and held it in 20 quarters. The position peaked at $71K in Q3 2017. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

TCI Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 104 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $19.9K.
TCI Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2017 and held it in 20 quarters.
TCI Wealth Advisors's Arthur J. Gallagher & Co position peaked at $71K in Q3 2017.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.