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Atlas Private Wealth Management’s Ferguson FERG Stock Holding History

Atlas Private Wealth Management’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
2021
Q2 		– Sell
-100
Closed -$12K – 198
2021
Q1 		$12K Buy
+100
New +$12.2K 0.01% 296

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Atlas Private Wealth Management's FERG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Ferguson (FERG) in Q2 2021, closing a stake of 100 shares — an estimated $12K sold.

Atlas Private Wealth Management first reported a position in FERG in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 210 funds tracked by Wall St. Rank hold FERG as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Ferguson position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 100 Ferguson shares in Q2 2021, an estimated $12K.
  • Atlas Private Wealth Management first reported a position in Ferguson in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's Ferguson position peaked at $12K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held Ferguson as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.