Tradition Wealth Management’s Ferguson FERG Stock Holding History

Tradition 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
2023 Q4	–	Sell	-25	Closed	-$4K	–	1298
2023 Q3	$4K	Hold	25	–	–	﹤0.01%	1230
2023 Q2	$4K	Buy	+25	New	+$3.56K	﹤0.01%	1264

Other funds holding FERG

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 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

PCH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Tradition Wealth Management's FERG Position: Q4 2023 in Review

Tradition Wealth Management sold out of Ferguson (FERG) in Q4 2023, closing a stake of 25 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in FERG in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q3 2023. 627 funds tracked by Wall St. Rank hold FERG as of Q4 2023.

Tradition Wealth Management reported no remaining Ferguson position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 25 Ferguson shares in Q4 2023, an estimated $4K.
Tradition Wealth Management first reported a position in Ferguson in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's Ferguson position peaked at $4K in Q3 2023.
627 funds tracked by Wall St. Rank held Ferguson as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.