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Axxcess Wealth Management’s Ferguson FERG Stock Holding History

Axxcess 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
2024
Q3 		– Sell
-1,641
Closed -$318K – 909
2024
Q2 		$318K Buy
+1,641
New +$344K 0.01% 633

Other funds holding FERG

MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Axxcess Wealth Management's FERG Position: Q3 2024 in Review

Axxcess Wealth Management sold out of Ferguson (FERG) in Q3 2024, closing a stake of 1,641 shares — an estimated $318K sold.

Axxcess Wealth Management first reported a position in FERG in Q2 2024 and held it in 1 quarter. The position peaked at $318K in Q2 2024. 707 funds tracked by Wall St. Rank hold FERG as of Q3 2024.

  • Axxcess Wealth Management reported no remaining Ferguson position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,641 Ferguson shares in Q3 2024, an estimated $318K.
  • Axxcess Wealth Management first reported a position in Ferguson in Q2 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Ferguson position peaked at $318K in Q2 2024.
  • 707 funds tracked by Wall St. Rank held Ferguson as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.