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

WealthPLAN 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
2023
Q3 		– Sell
-292
Closed -$64.1K – 336
2023
Q2 		$64.1K Sell
292
-7
-2% -$1.46K 0.01% 468
2023
Q1 		$57.2K Buy
+299
New +$56.7K 0.01% 530
2016
Q3 		$20.8K Sell
413
-413
-50% -$20.4K 0.01% 476
2016
Q2 		$19.7K Buy
+826
New +$38.3K ﹤0.01% 1415
2015
Q4 		$36.1K Buy
+2,637
New +$113K 0.01% 712
2015
Q2 		$48K Sell
1,009
-1,451
-59% -$69.9K 0.02% 175
2015
Q1 		$117K Buy
+2,460
New +$115K 0.05% 159

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's AJG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2023, closing a stake of 292 shares — an estimated $64.1K sold.

WealthPLAN Partners first reported a position in AJG in Q1 2015 and held it in 7 quarters. The position peaked at $117K in Q1 2015. 997 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 292 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $64.1K.
  • WealthPLAN Partners first reported a position in Arthur J. Gallagher & Co in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Arthur J. Gallagher & Co position peaked at $117K in Q1 2015.
  • 997 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.