Ezra Kover
@Ferguson Wellman Capital Management, Inc
Latest period2024 - Q3ReportedManaged Assets$5.167BTotal holdings359
Assets growth rate4.94%Assets growth rate (2-Q avg)2.68%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Ferguson Wellman Capital Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 359 positions.
Assets under management
The assets under management (AUM) of Ferguson Wellman Capital Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.167B in assets, with a quarterly growth rate of 4.94% and a 2-quarter average growth rate of 2.68%. The portfolio is managed by Ezra Kover, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SIRISirius Xm Radio
| 0% | $38,435 13,581 shares@ $2.84 avg price | Exited |
9191⤦Vape Holdings Reg Revoked Eff
| 0% | $6 60,000 shares@ $0.01 avg price | Exited |