TFO Wealth Partners’s Ferguson FERG Stock Holding History

TFO 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 Q1	–	Sell	-1	Closed	-$193	–	852
2023 Q4	$193	Hold	1	–	–	﹤0.01%	657
2023 Q3	$157	Buy	+1	New	+$158	﹤0.01%	904

Other funds holding FERG

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFO Wealth Partners's FERG Position: Q1 2024 in Review

TFO Wealth Partners sold out of Ferguson (FERG) in Q1 2024, closing a stake of 1 share — an estimated $193 sold.

TFO Wealth Partners first reported a position in FERG in Q3 2023 and held it in 2 quarters. The position peaked at $193 in Q4 2023. 658 funds tracked by Wall St. Rank hold FERG as of Q1 2024.

TFO Wealth Partners reported no remaining Ferguson position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Ferguson share in Q1 2024, an estimated $193.
TFO Wealth Partners first reported a position in Ferguson in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Ferguson position peaked at $193 in Q4 2023.
658 funds tracked by Wall St. Rank held Ferguson as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.