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Financial Advocates Investment Management’s Ferguson FERG Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-1,224
Closed -$212K – 741
2024
Q4 		$212K Buy
+1,224
New +$243K 0.01% 688
2024
Q3 		– Sell
-1,976
Closed -$383K – 785
2024
Q2 		$383K Sell
1,976
-37
-2% -$7.76K 0.02% 510
2024
Q1 		$440K Buy
2,013
+18
+0.9% +$3.59K 0.03% 483
2023
Q4 		$385K Buy
1,995
+52
+3% +$8.77K 0.03% 484
2023
Q3 		$320K Buy
1,943
+68
+4% +$10.7K 0.02% 503
2023
Q2 		$295K Buy
1,875
+319
+21% +$45.4K 0.02% 524
2023
Q1 		$208K Sell
1,556
-72
-4% -$10K 0.02% 676
2022
Q4 		$207K Buy
+1,628
New +$190K 0.02% 682

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Advocates Investment Management's FERG Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Ferguson (FERG) in Q1 2025, closing a stake of 1,224 shares — an estimated $212K sold.

Financial Advocates Investment Management first reported a position in FERG in Q4 2022 and held it in 8 quarters. The position peaked at $440K in Q1 2024. 714 funds tracked by Wall St. Rank hold FERG as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Ferguson position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,224 Ferguson shares in Q1 2025, an estimated $212K.
  • Financial Advocates Investment Management first reported a position in Ferguson in Q4 2022 and held it in 8 quarters.
  • Financial Advocates Investment Management's Ferguson position peaked at $440K in Q1 2024.
  • 714 funds tracked by Wall St. Rank held Ferguson as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.