ACG Wealth’s National Grid NGG Stock Holding History

ACG Wealth’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-409	Closed	-$25K	–	740
2022 Q2	$25K	Buy	+409	New	+$27.1K	0.01%	538

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG Wealth's NGG Position: Q3 2022 in Review

ACG Wealth sold out of National Grid (NGG) in Q3 2022, closing a stake of 409 shares — an estimated $25K sold.

ACG Wealth first reported a position in NGG in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 356 funds tracked by Wall St. Rank hold NGG as of Q3 2022.

ACG Wealth reported no remaining National Grid position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 409 National Grid shares in Q3 2022, an estimated $25K.
ACG Wealth first reported a position in National Grid in Q2 2022 and held it in 1 quarter.
ACG Wealth's National Grid position peaked at $25K in Q2 2022.
356 funds tracked by Wall St. Rank held National Grid as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.