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Liberty Wealth Management’s Ferguson FERG Stock Holding History

Liberty 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
2021
Q4 		– Sell
-65
Closed -$10K – 479
2021
Q3 		$10K Buy
65
+29
+81% +$4.13K ﹤0.01% 815
2021
Q2 		$5K Buy
+36
New +$4.78K ﹤0.01% 785

Other funds holding FERG

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Liberty Wealth Management's FERG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ferguson (FERG) in Q4 2021, closing a stake of 65 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in FERG in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 254 funds tracked by Wall St. Rank hold FERG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ferguson position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 65 Ferguson shares in Q4 2021, an estimated $10K.
  • Liberty Wealth Management first reported a position in Ferguson in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Ferguson position peaked at $10K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Ferguson as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.