Laurel Wealth Planning’s Ferguson FERG Stock Holding History

Laurel Wealth Planning’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	-36	Closed	-$4.57K	–	104
2022 Q4	$4.57K	Hold	36	–	–	﹤0.01%	181
2022 Q3	$4K	Hold	36	–	–	﹤0.01%	185
2022 Q2	$4K	Hold	36	–	–	﹤0.01%	190
2022 Q1	$5K	Hold	36	–	–	﹤0.01%	220
2021 Q4	$6K	Hold	36	–	–	﹤0.01%	160
2021 Q3	$5K	Buy	+36	New	+$5.13K	﹤0.01%	171

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

Laurel Wealth Planning's FERG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Ferguson (FERG) in Q1 2023, closing a stake of 36 shares — an estimated $4.57K sold.

Laurel Wealth Planning first reported a position in FERG in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 470 funds tracked by Wall St. Rank hold FERG as of Q1 2023.

Laurel Wealth Planning reported no remaining Ferguson position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 36 Ferguson shares in Q1 2023, an estimated $4.57K.
Laurel Wealth Planning first reported a position in Ferguson in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Ferguson position peaked at $6K in Q4 2021.
470 funds tracked by Wall St. Rank held Ferguson as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.