IAG Wealth Partners’s Ferguson FERG Stock Holding History

IAG Wealth Partners’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
2023 Q1	–	Sell	-40	Closed	-$5.09K	–	464
2022 Q4	$5.09K	Buy	+40	New	+$4.66K	﹤0.01%	358

Other funds holding FERG

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAG Wealth Partners's FERG Position: Q1 2023 in Review

IAG Wealth Partners sold out of Ferguson (FERG) in Q1 2023, closing a stake of 40 shares — an estimated $5.09K sold.

IAG Wealth Partners first reported a position in FERG in Q4 2022 and held it in 1 quarter. The position peaked at $5.09K in Q4 2022. 470 funds tracked by Wall St. Rank hold FERG as of Q1 2023.

IAG Wealth Partners reported no remaining Ferguson position as of Q1 2023 after selling out during the quarter.
IAG Wealth Partners sold 40 Ferguson shares in Q1 2023, an estimated $5.09K.
IAG Wealth Partners first reported a position in Ferguson in Q4 2022 and held it in 1 quarter.
IAG Wealth Partners's Ferguson position peaked at $5.09K in Q4 2022.
470 funds tracked by Wall St. Rank held Ferguson as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.