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

Wealthcare 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
2021 Q2	–	Sell	-62	Closed	-$8K	–	98
2021 Q1	$8K	Buy	+62	New	+$7.48K	﹤0.01%	299
2020 Q1	–	Sell	-24	Closed	-$2K	–	254
2019 Q4	$2K	Buy	+24	New	+$2.2K	﹤0.01%	383
2015 Q2	–	Sell	-41	Closed	-$2K	–	391
2015 Q1	$2K	Buy	+41	New	+$1.92K	﹤0.01%	797

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wealthcare Capital Management's AJG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2021, closing a stake of 62 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in AJG in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 776 funds tracked by Wall St. Rank hold AJG as of Q2 2021.

Wealthcare Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 62 Arthur J. Gallagher & Co shares in Q2 2021, an estimated $8K.
Wealthcare Capital Management first reported a position in Arthur J. Gallagher & Co in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Arthur J. Gallagher & Co position peaked at $8K in Q1 2021.
776 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.