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Legacy Capital Wealth Partners’s Ferguson FERG Stock Holding History

Legacy Capital 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
2024
Q4 		– Sell
-1,073
Closed -$213K – 358
2024
Q3 		$213K Buy
+1,073
New +$217K 0.04% 333

Other funds holding FERG

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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

Legacy Capital Wealth Partners's FERG Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Ferguson (FERG) in Q4 2024, closing a stake of 1,073 shares — an estimated $213K sold.

Legacy Capital Wealth Partners first reported a position in FERG in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 709 funds tracked by Wall St. Rank hold FERG as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Ferguson position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,073 Ferguson shares in Q4 2024, an estimated $213K.
  • Legacy Capital Wealth Partners first reported a position in Ferguson in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Ferguson position peaked at $213K in Q3 2024.
  • 709 funds tracked by Wall St. Rank held Ferguson as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.