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Amplius Wealth Advisors’s Ferguson FERG Stock Holding History

Amplius Wealth Advisors’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,102
Closed -$343K – 163
2022
Q2 		$343K Buy
3,102
+347
+13% +$42K 0.06% 121
2022
Q1 		$369K Sell
2,755
-1,153
-30% -$178K 0.06% 119
2021
Q4 		$701K Buy
+3,908
New +$612K 0.1% 85

Other funds holding FERG

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amplius Wealth Advisors's FERG Position: Q3 2022 in Review

Amplius Wealth Advisors sold out of Ferguson (FERG) in Q3 2022, closing a stake of 3,102 shares — an estimated $343K sold.

Amplius Wealth Advisors first reported a position in FERG in Q4 2021 and held it in 3 quarters. The position peaked at $701K in Q4 2021. 338 funds tracked by Wall St. Rank hold FERG as of Q3 2022.

  • Amplius Wealth Advisors reported no remaining Ferguson position as of Q3 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 3,102 Ferguson shares in Q3 2022, an estimated $343K.
  • Amplius Wealth Advisors first reported a position in Ferguson in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Ferguson position peaked at $701K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held Ferguson as of Q3 2022.

Based on Amplius Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.