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

Atlas 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
2021 Q2	–	Sell	-158	Closed	-$8K	–	279
2021 Q1	$8K	Buy	+158	New	+$8.24K	0.01%	325
2020 Q4	–	Sell	-158	Closed	-$8K	–	398
2020 Q3	$8K	Hold	158	–	–	0.01%	328
2020 Q2	$9K	Hold	158	–	–	0.01%	335
2020 Q1	$8K	Hold	158	–	–	0.01%	328
2019 Q4	$9K	Buy	+158	New	+$8.12K	0.01%	357

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

EIC

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

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

Atlas Private Wealth Management's NGG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of National Grid (NGG) in Q2 2021, closing a stake of 158 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in NGG in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q2 2020. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

Atlas Private Wealth Management reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 158 National Grid shares in Q2 2021, an estimated $8K.
Atlas Private Wealth Management first reported a position in National Grid in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's National Grid position peaked at $9K in Q2 2020.
346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.