Argonautica Private Wealth Management’s National Grid NGG Stock Holding History

Argonautica Private 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
2023 Q3	–	Sell	-4,866	Closed	-$309K	–	189
2023 Q2	$309K	Buy	4,866 +1,283	+36%	+$84.2K	0.14%	139
2023 Q1	$230K	Sell	3,583 -405	-10%	-$24.3K	0.12%	143
2022 Q4	$227K	Buy	+3,988	New	+$213K	0.12%	144

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Argonautica Private Wealth Management's NGG Position: Q3 2023 in Review

Argonautica Private Wealth Management sold out of National Grid (NGG) in Q3 2023, closing a stake of 4,866 shares — an estimated $309K sold.

Argonautica Private Wealth Management first reported a position in NGG in Q4 2022 and held it in 3 quarters. The position peaked at $309K in Q2 2023. 402 funds tracked by Wall St. Rank hold NGG as of Q3 2023.

Argonautica Private Wealth Management reported no remaining National Grid position as of Q3 2023 after selling out during the quarter.
Argonautica Private Wealth Management sold 4,866 National Grid shares in Q3 2023, an estimated $309K.
Argonautica Private Wealth Management first reported a position in National Grid in Q4 2022 and held it in 3 quarters.
Argonautica Private Wealth Management's National Grid position peaked at $309K in Q2 2023.
402 funds tracked by Wall St. Rank held National Grid as of Q3 2023.

Based on Argonautica Private Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.