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Heritage Wealth Advisors’s Ferguson FERG Stock Holding History

Heritage 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
2024
Q4 		– Sell
-52
Closed -$10.3K – 627
2024
Q3 		$10.3K Hold
52
– – ﹤0.01% 443
2024
Q2 		$10.1K Hold
52
– – ﹤0.01% 425
2024
Q1 		$11.4K Hold
52
– – ﹤0.01% 433
2023
Q4 		$10K Sell
52
-136
-72% -$22.9K ﹤0.01% 451
2023
Q3 		$30.9K Hold
188
– – ﹤0.01% 346
2023
Q2 		$29.6K Sell
188
-55
-23% -$7.83K ﹤0.01% 370
2023
Q1 		$32.5K Buy
+243
New +$33.8K ﹤0.01% 364

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 $2.3T AUM 54.33% 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 $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Heritage Wealth Advisors's FERG Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of Ferguson (FERG) in Q4 2024, closing a stake of 52 shares — an estimated $10.3K sold.

Heritage Wealth Advisors first reported a position in FERG in Q1 2023 and held it in 7 quarters. The position peaked at $32.5K in Q1 2023. 709 funds tracked by Wall St. Rank hold FERG as of Q4 2024.

  • Heritage Wealth Advisors reported no remaining Ferguson position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 52 Ferguson shares in Q4 2024, an estimated $10.3K.
  • Heritage Wealth Advisors first reported a position in Ferguson in Q1 2023 and held it in 7 quarters.
  • Heritage Wealth Advisors's Ferguson position peaked at $32.5K in Q1 2023.
  • 709 funds tracked by Wall St. Rank held Ferguson as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.