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WealthPlan Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-144
Closed -$27.5K – 376
2023
Q1 		$27.5K Buy
+144
New +$27.3K ﹤0.01% 280

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's AJG Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2023, closing a stake of 144 shares — an estimated $27.5K sold.

WealthPlan Investment Management first reported a position in AJG in Q1 2023 and held it in 1 quarter. The position peaked at $27.5K in Q1 2023. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 144 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $27.5K.
  • WealthPlan Investment Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Arthur J. Gallagher & Co position peaked at $27.5K in Q1 2023.
  • 973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.