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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 $20.1B AUM 16.62% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Resurgent Financial Advisors's FERG Position: Q3 2024 in Review

Resurgent Financial Advisors sold out of Ferguson (FERG) in Q3 2024, closing a stake of 2,009 shares — an estimated $389K sold.

Resurgent Financial Advisors first reported a position in FERG in Q4 2022 and held it in 6 quarters. The position peaked at $527K in Q4 2023. 708 funds tracked by Wall St. Rank hold FERG as of Q3 2024.

  • Resurgent Financial Advisors reported no remaining Ferguson position as of Q3 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,009 Ferguson shares in Q3 2024, an estimated $389K.
  • Resurgent Financial Advisors first reported a position in Ferguson in Q4 2022 and held it in 6 quarters.
  • Resurgent Financial Advisors's Ferguson position peaked at $527K in Q4 2023.
  • 708 funds tracked by Wall St. Rank held Ferguson as of Q3 2024.

Based on Resurgent Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.