B.O.S.S. Retirement Advisors’s Ferguson FERG Stock Holding History

B.O.S.S. Retirement 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 Q1	–	Sell	-1,705	Closed	-$329K	–	165
2023 Q4	$329K	Sell	1,705 -327	-16%	-$55.2K	0.06%	203
2023 Q3	$334K	Sell	2,032 -13	-0.6%	-$2.05K	0.07%	197
2023 Q2	$322K	Buy	2,045 +410	+25%	+$58.4K	0.07%	197
2023 Q1	$219K	Buy	+1,635	New	+$227K	0.05%	214

Other funds holding FERG

MGP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 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

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

Norges Bank Oslo, Norway $1T AUM

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

B.O.S.S. Retirement Advisors's FERG Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of Ferguson (FERG) in Q1 2024, closing a stake of 1,705 shares — an estimated $329K sold.

B.O.S.S. Retirement Advisors first reported a position in FERG in Q1 2023 and held it in 4 quarters. The position peaked at $334K in Q3 2023. 658 funds tracked by Wall St. Rank hold FERG as of Q1 2024.

B.O.S.S. Retirement Advisors reported no remaining Ferguson position as of Q1 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 1,705 Ferguson shares in Q1 2024, an estimated $329K.
B.O.S.S. Retirement Advisors first reported a position in Ferguson in Q1 2023 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's Ferguson position peaked at $334K in Q3 2023.
658 funds tracked by Wall St. Rank held Ferguson as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.