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Kolinsky Wealth Management’s Ferguson FERG Stock Holding History

Kolinsky Wealth 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
2024
Q4 		– Sell
-1,025
Closed -$204K – 182
2024
Q3 		$204K Sell
1,025
-78
-7% -$15.8K 0.13% 166
2024
Q2 		$214K Buy
+1,103
New +$231K 0.15% 142

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 $3.37T AUM 44.26% 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

Kolinsky Wealth Management's FERG Position: Q4 2024 in Review

Kolinsky Wealth Management sold out of Ferguson (FERG) in Q4 2024, closing a stake of 1,025 shares — an estimated $204K sold.

Kolinsky Wealth Management first reported a position in FERG in Q2 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 709 funds tracked by Wall St. Rank hold FERG as of Q4 2024.

  • Kolinsky Wealth Management reported no remaining Ferguson position as of Q4 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 1,025 Ferguson shares in Q4 2024, an estimated $204K.
  • Kolinsky Wealth Management first reported a position in Ferguson in Q2 2024 and held it in 2 quarters.
  • Kolinsky Wealth Management's Ferguson position peaked at $214K in Q2 2024.
  • 709 funds tracked by Wall St. Rank held Ferguson as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.