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

WealthShield 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
2021 Q3	–	Sell	-239	Closed	-$33K	–	249
2021 Q2	$33K	Buy	239 +231	+2,888%	+$32.6K	0.01%	557
2021 Q1	$1K	Buy	+8	New	+$966	﹤0.01%	1091

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

Norges Bank Oslo, Norway $935B AUM

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

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

WealthShield Partners's AJG Position: Q3 2021 in Review

WealthShield Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2021, closing a stake of 239 shares — an estimated $33K sold.

WealthShield Partners first reported a position in AJG in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q2 2021. 772 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

WealthShield Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 239 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $33K.
WealthShield Partners first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Arthur J. Gallagher & Co position peaked at $33K in Q2 2021.
772 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.