Atria Wealth Solutions’s Ferguson FERG Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-1,012	Closed	-$202K	–	2011
2024 Q3	$202K	Buy	+1,012	New	+$205K	﹤0.01%	1792

Other funds holding FERG

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Atria Wealth Solutions's FERG Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Ferguson (FERG) in Q4 2024, closing a stake of 1,012 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in FERG in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 709 funds tracked by Wall St. Rank hold FERG as of Q4 2024.

Atria Wealth Solutions reported no remaining Ferguson position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 1,012 Ferguson shares in Q4 2024, an estimated $202K.
Atria Wealth Solutions first reported a position in Ferguson in Q3 2024 and held it in 1 quarter.
Atria Wealth Solutions's Ferguson position peaked at $202K in Q3 2024.
709 funds tracked by Wall St. Rank held Ferguson as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.