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Insight Wealth Strategies’s Ferguson FERG Stock Holding History

Insight Wealth Strategies’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
-10,291
Closed -$2.04M – 159
2024
Q3 		$2.04M Buy
10,291
+208
+2% +$42.1K 0.27% 96
2024
Q2 		$1.95M Buy
10,083
+435
+5% +$91.2K 0.28% 95
2024
Q1 		$2.11M Buy
+9,648
New +$1.92M 0.31% 81

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $544B AUM 28.31% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Insight Wealth Strategies's FERG Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Ferguson (FERG) in Q4 2024, closing a stake of 10,291 shares — an estimated $2.04M sold.

Insight Wealth Strategies first reported a position in FERG in Q1 2024 and held it in 3 quarters. The position peaked at $2.11M in Q1 2024. 709 funds tracked by Wall St. Rank hold FERG as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Ferguson position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,291 Ferguson shares in Q4 2024, an estimated $2.04M.
  • Insight Wealth Strategies first reported a position in Ferguson in Q1 2024 and held it in 3 quarters.
  • Insight Wealth Strategies's Ferguson position peaked at $2.11M in Q1 2024.
  • 709 funds tracked by Wall St. Rank held Ferguson as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.