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Evolution Wealth Advisors’s Ferguson FERG Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-272
Closed -$38K – 330
2021
Q3 		$38K Buy
+272
New +$38.7K 0.01% 242

Other funds holding FERG

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Evolution Wealth Advisors's FERG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ferguson (FERG) in Q4 2021, closing a stake of 272 shares — an estimated $38K sold.

Evolution Wealth Advisors first reported a position in FERG in Q3 2021 and held it in 1 quarter. The position peaked at $38K in Q3 2021. 254 funds tracked by Wall St. Rank hold FERG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Ferguson position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 272 Ferguson shares in Q4 2021, an estimated $38K.
  • Evolution Wealth Advisors first reported a position in Ferguson in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Ferguson position peaked at $38K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Ferguson as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.