Altium Wealth Management’s National Grid NGG Stock Holding History

Altium Wealth Management’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
2020 Q4	–	Sell	-6,349	Closed	-$324K	–	358
2020 Q3	$324K	Buy	6,349 +333	+6%	+$16.7K	0.03%	253
2020 Q2	$323K	Buy	6,016 +954	+19%	+$48.3K	0.04%	255
2020 Q1	$261K	Buy	+5,062	New	+$280K	0.04%	242

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Altium Wealth Management's NGG Position: Q4 2020 in Review

Altium Wealth Management sold out of National Grid (NGG) in Q4 2020, closing a stake of 6,349 shares — an estimated $324K sold.

Altium Wealth Management first reported a position in NGG in Q1 2020 and held it in 3 quarters. The position peaked at $324K in Q3 2020. 348 funds tracked by Wall St. Rank hold NGG as of Q4 2020.

Altium Wealth Management reported no remaining National Grid position as of Q4 2020 after selling out during the quarter.
Altium Wealth Management sold 6,349 National Grid shares in Q4 2020, an estimated $324K.
Altium Wealth Management first reported a position in National Grid in Q1 2020 and held it in 3 quarters.
Altium Wealth Management's National Grid position peaked at $324K in Q3 2020.
348 funds tracked by Wall St. Rank held National Grid as of Q4 2020.

Based on Altium Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.