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WR Wealth Planners’s Ferguson FERG Stock Holding History

WR Wealth Planners’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
Q4 		$3.3K Buy
19
+3
+19% +$596 ﹤0.01% 769
2024
Q3 		$3.18K Buy
16
+2
+14% +$405 ﹤0.01% 819
2024
Q2 		$2.71K Buy
14
+3
+27% +$629 ﹤0.01% 823
2024
Q1 		$2.4K Buy
+11
New +$2.19K ﹤0.01% 843

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WR Wealth Planners's FERG Position: Q4 2024 in Review

WR Wealth Planners increased its Ferguson (FERG) stake by 19% in Q4 2024, buying an estimated $596 and bringing the position to 19 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

WR Wealth Planners first reported a position in FERG in Q1 2024 and has held it in 4 quarters since. 709 funds tracked by Wall St. Rank hold FERG as of Q4 2024.

  • WR Wealth Planners held 19 shares of Ferguson worth $3.3K as of Q4 2024.
  • WR Wealth Planners bought 3 Ferguson shares in Q4 2024, an estimated $596.
  • Ferguson made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #769 holding.
  • WR Wealth Planners first reported a position in Ferguson in Q1 2024 and has held it in 4 quarters since.
  • 709 funds tracked by Wall St. Rank held Ferguson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.