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Wealthspire Advisors (Maryland)’s Arthur J. Gallagher & Co AJG Stock Holding History

Wealthspire Advisors (Maryland)’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
-920
Closed -$72K – 503
2019
Q1 		$72K Sell
920
-402
-30% -$31K 0.01% 755
2018
Q4 		$97K Sell
1,322
-18
-1% -$1.34K 0.01% 608
2018
Q3 		$100K Sell
1,340
-251
-16% -$18K 0.01% 682
2018
Q2 		$104K Buy
1,591
+42
+3% +$2.84K 0.01% 690
2018
Q1 		$106K Sell
1,549
-158
-9% -$10.7K 0.01% 689
2017
Q4 		$108K Sell
1,707
-1,054
-38% -$67.3K 0.01% 682
2017
Q3 		$170K Buy
2,761
+77
+3% +$4.53K 0.02% 533
2017
Q2 		$154K Sell
2,684
-1,163
-30% -$65.7K 0.02% 541
2017
Q1 		$218K Buy
3,847
+225
+6% +$12.4K 0.03% 365
2016
Q4 		$188K Sell
3,622
-39
-1% -$1.96K 0.03% 391
2016
Q3 		$186K Buy
3,661
+146
+4% +$7.21K 0.03% 401
2016
Q2 		$167K Buy
3,515
+211
+6% +$9.79K 0.03% 413
2016
Q1 		$147K Buy
3,304
+242
+8% +$9.66K 0.03% 428
2015
Q4 		$125K Buy
+3,062
New +$132K 0.02% 474

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $18.4B AUM 23.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AJG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Arthur J. Gallagher & Co (AJG) in Q2 2019, closing a stake of 920 shares — an estimated $72K sold.

Wealthspire Advisors (Maryland) first reported a position in AJG in Q4 2015 and held it in 14 quarters. The position peaked at $218K in Q1 2017. 646 funds tracked by Wall St. Rank hold AJG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Arthur J. Gallagher & Co position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 920 Arthur J. Gallagher & Co shares in Q2 2019, an estimated $72K.
  • Wealthspire Advisors (Maryland) first reported a position in Arthur J. Gallagher & Co in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Arthur J. Gallagher & Co position peaked at $218K in Q1 2017.
  • 646 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.