Amplius Wealth Advisors’s National Grid NGG Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-63	Closed	-$4K	–	644
2021 Q4	$4K	Buy	+63	New	+$3.7K	﹤0.01%	751

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Amplius Wealth Advisors's NGG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of National Grid (NGG) in Q1 2022, closing a stake of 63 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in NGG in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 372 funds tracked by Wall St. Rank hold NGG as of Q1 2022.

Amplius Wealth Advisors reported no remaining National Grid position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 63 National Grid shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in National Grid in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's National Grid position peaked at $4K in Q4 2021.
372 funds tracked by Wall St. Rank held National Grid as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.