BWM
FERG icon

Baystate Wealth Management’s Ferguson FERG Stock Holding History

Baystate 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
2023
Q4 		$394 Hold
2
– – ﹤0.01% 1218
2023
Q3 		$335 Hold
2
– – ﹤0.01% 962
2023
Q2 		$321 Hold
2
– – ﹤0.01% 994
2023
Q1 		$273 Hold
2
– – ﹤0.01% 995
2022
Q4 		$0 Hold
2
– – ﹤0.01% 949
2022
Q3 		$0 Hold
2
– – ﹤0.01% 902
2022
Q2 		$0 Hold
2
– – ﹤0.01% 915
2022
Q1 		$0 Hold
2
– – ﹤0.01% 895
2021
Q4 		$0 Hold
2
– – ﹤0.01% 901
2021
Q3 		$0 Hold
2
– – ﹤0.01% 849
2021
Q2 		$0 Hold
2
– – ﹤0.01% 814
2021
Q1 		$0 Buy
+2
New +$244 ﹤0.01% 751

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BlackRock
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PCH
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return