Evoke Wealth’s Ferguson FERG Stock Holding History

Evoke Wealth’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
2022 Q3	–	Sell	-129	Closed	-$14K	–	1201
2022 Q2	$14K	Buy	129 +1	+0.8%	+$121	﹤0.01%	719
2022 Q1	$17K	Hold	128	–	–	﹤0.01%	683
2021 Q4	$23K	Buy	128 +1	+0.8%	+$157	﹤0.01%	661
2021 Q3	$17K	Buy	+127	New	+$18.1K	﹤0.01%	661

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Evoke Wealth's FERG Position: Q3 2022 in Review

Evoke Wealth sold out of Ferguson (FERG) in Q3 2022, closing a stake of 129 shares — an estimated $14K sold.

Evoke Wealth first reported a position in FERG in Q3 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 338 funds tracked by Wall St. Rank hold FERG as of Q3 2022.

Evoke Wealth reported no remaining Ferguson position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 129 Ferguson shares in Q3 2022, an estimated $14K.
Evoke Wealth first reported a position in Ferguson in Q3 2021 and held it in 4 quarters.
Evoke Wealth's Ferguson position peaked at $23K in Q4 2021.
338 funds tracked by Wall St. Rank held Ferguson as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.