Western Pacific Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Western Pacific Wealth 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 Q4	–	Sell	-20	Closed	-$4.56K	–	243
2023 Q3	$4.56K	Hold	20	–	–	﹤0.01%	222
2023 Q2	$4.39K	Hold	20	–	–	﹤0.01%	230
2023 Q1	$3.83K	Hold	20	–	–	﹤0.01%	243
2022 Q4	$3.77K	Buy	+20	New	+$3.74K	﹤0.01%	239

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Western Pacific Wealth Management's AJG Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 20 shares — an estimated $4.56K sold.

Western Pacific Wealth Management first reported a position in AJG in Q4 2022 and held it in 4 quarters. The position peaked at $4.56K in Q3 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Western Pacific Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 20 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $4.56K.
Western Pacific Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 4 quarters.
Western Pacific Wealth Management's Arthur J. Gallagher & Co position peaked at $4.56K in Q3 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.