Atlas Capital Advisors’s Ferguson FERG Stock Holding History

Atlas Capital 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
2024 Q2	–	Sell	-882	Closed	-$193K	–	935
2024 Q1	$193K	Buy	+882	New	+$176K	0.03%	372

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Capital Advisors's FERG Position: Q2 2024 in Review

Atlas Capital Advisors sold out of Ferguson (FERG) in Q2 2024, closing a stake of 882 shares — an estimated $193K sold.

Atlas Capital Advisors first reported a position in FERG in Q1 2024 and held it in 1 quarter. The position peaked at $193K in Q1 2024. 655 funds tracked by Wall St. Rank hold FERG as of Q2 2024.

Atlas Capital Advisors reported no remaining Ferguson position as of Q2 2024 after selling out during the quarter.
Atlas Capital Advisors sold 882 Ferguson shares in Q2 2024, an estimated $193K.
Atlas Capital Advisors first reported a position in Ferguson in Q1 2024 and held it in 1 quarter.
Atlas Capital Advisors's Ferguson position peaked at $193K in Q1 2024.
655 funds tracked by Wall St. Rank held Ferguson as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.