Fundamental Invs shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Fundamental Invs
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Quarterly reported holdings in Fundamental Invs by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $353k | 4.1k | 85.47 |
| 2024-06-30 | $335k | 4.1k | 81.16 |
| 2024-03-31 | $327k | 4.1k | 79.53 |
| 2023-12-31 | $293k | 4.1k | 71.49 |
| 2023-09-30 | $374k | 5.7k | 65.77 |
| 2023-06-30 | $305k | 4.5k | 67.82 |
| 2023-03-31 | $284k | 4.5k | 63.64 |
| 2022-12-31 | $268k | 4.4k | 60.28 |
| 2022-06-30 | $210k | 3.6k | 58.63 |
| 2022-03-31 | $264k | 3.7k | 71.37 |
| 2021-12-31 | $280k | 3.7k | 75.88 |
| 2021-09-30 | $336k | 4.5k | 75.24 |
| 2021-06-30 | $293k | 3.8k | 76.48 |
| 2021-03-31 | $273k | 3.7k | 73.41 |
More positions owned by Ferguson Wellman Capital Management
Home Depot (HD)
View all positions for Ferguson Wellman Capital Management