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Resurgent Financial Advisors’s Ferguson FERG Stock Holding History

Resurgent Financial Advisors’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
Q3 		– Sell
-2,009
Closed -$389K – 187
2024
Q2 		$389K Sell
2,009
-228
-10% -$47.8K 0.24% 119
2024
Q1 		$489K Sell
2,237
-491
-18% -$97.8K 0.26% 107
2023
Q4 		$527K Sell
2,728
-50
-2% -$8.43K 0.32% 79
2023
Q3 		$457K Buy
2,778
+157
+6% +$24.8K 0.31% 84
2023
Q2 		$412K Buy
+2,621
New +$373K 0.27% 85
2023
Q1 		– Sell
-373
Closed -$47.4K – 539
2022
Q4 		$47.4K Buy
+373
New +$43.4K 0.03% 434

Other funds holding FERG

MGP
M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return