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HHM Wealth Advisors’s Ferguson FERG Stock Holding History

HHM 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
Q2 		– Sell
-37
Closed -$8.08K – 811
2024
Q1 		$8.08K Hold
37
– – ﹤0.01% 559
2023
Q4 		$7.14K Hold
37
– – ﹤0.01% 575
2023
Q3 		$6.09K Hold
37
– – ﹤0.01% 609
2023
Q2 		$5.82K Hold
37
– – ﹤0.01% 645
2023
Q1 		$4.95K Buy
+37
New +$5.14K ﹤0.01% 642
2022
Q3 		– Sell
-20
Closed -$2K – 698
2022
Q2 		$2K Hold
20
– – ﹤0.01% 737
2022
Q1 		$3K Hold
20
– – ﹤0.01% 650
2021
Q4 		$4K Hold
20
– – ﹤0.01% 591
2021
Q3 		$3K Buy
+20
New +$2.85K ﹤0.01% 573

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHM Wealth Advisors's FERG Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Ferguson (FERG) in Q2 2024, closing a stake of 37 shares — an estimated $8.08K sold.

HHM Wealth Advisors first reported a position in FERG in Q3 2021 and held it in 9 quarters. The position peaked at $8.08K in Q1 2024. 655 funds tracked by Wall St. Rank hold FERG as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Ferguson position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 37 Ferguson shares in Q2 2024, an estimated $8.08K.
  • HHM Wealth Advisors first reported a position in Ferguson in Q3 2021 and held it in 9 quarters.
  • HHM Wealth Advisors's Ferguson position peaked at $8.08K in Q1 2024.
  • 655 funds tracked by Wall St. Rank held Ferguson as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.