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

V 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 Q3	–	Sell	-1,029	Closed	-$226K	–	120
2023 Q2	$226K	Buy	+1,029	New	+$214K	0.04%	341

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

V Wealth Advisors's AJG Position: Q3 2023 in Review

V Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2023, closing a stake of 1,029 shares — an estimated $226K sold.

V Wealth Advisors first reported a position in AJG in Q2 2023 and held it in 1 quarter. The position peaked at $226K in Q2 2023. 996 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

V Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 1,029 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $226K.
V Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 1 quarter.
V Wealth Advisors's Arthur J. Gallagher & Co position peaked at $226K in Q2 2023.
996 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.