TFO Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

TFO Wealth Partners’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	-3	Closed	-$750	–	80
2024 Q1	$750	Hold	3	–	–	﹤0.01%	201
2023 Q4	$675	Hold	3	–	–	﹤0.01%	264
2023 Q3	$659	Hold	3	–	–	﹤0.01%	379
2023 Q2	$659	Hold	3	–	–	﹤0.01%	247
2023 Q1	$574	Sell	3 -6	-67%	-$1.14K	﹤0.01%	224
2022 Q4	$957	Buy	+9	New	+$1.68K	﹤0.01%	378

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

TFO Wealth Partners's AJG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 3 shares — an estimated $750 sold.

TFO Wealth Partners first reported a position in AJG in Q4 2022 and held it in 6 quarters. The position peaked at $957 in Q4 2022. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

TFO Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $750.
TFO Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Arthur J. Gallagher & Co position peaked at $957 in Q4 2022.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.