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WealthBridge Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-25
Closed -$2K – 129
2019
Q1 		$2K Hold
25
– – ﹤0.01% 784
2018
Q4 		$2K Buy
+25
New +$1.87K ﹤0.01% 753

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthBridge Capital Management's AJG Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2019, closing a stake of 25 shares — an estimated $2K sold.

WealthBridge Capital Management first reported a position in AJG in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 646 funds tracked by Wall St. Rank hold AJG as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 25 Arthur J. Gallagher & Co shares in Q2 2019, an estimated $2K.
  • WealthBridge Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Arthur J. Gallagher & Co position peaked at $2K in Q1 2019.
  • 646 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.