Avior Wealth Management’s National Grid NGG Stock Holding History

Avior 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
2025 Q1	–	Sell	-1,024	Closed	-$58.3K	–	1769
2024 Q4	$58.3K	Sell	1,024 -27	-3%	-$1.63K	﹤0.01%	1089
2024 Q3	$69K	Buy	1,051 +5	+0.5%	+$306	﹤0.01%	1004
2024 Q2	$56K	Sell	1,046 -833	-44%	-$50.2K	﹤0.01%	1048
2024 Q1	$121K	Buy	1,879 +1,858	+8,848%	+$118K	0.01%	882
2023 Q4	$1.36K	Hold	21	–	–	﹤0.01%	1347
2023 Q3	$1.21K	Hold	21	–	–	﹤0.01%	1431
2023 Q2	$1.35K	Hold	21	–	–	﹤0.01%	1392
2023 Q1	$1.36K	Hold	21	–	–	﹤0.01%	1435
2022 Q4	$1.21K	Sell	21 -1	-5%	-$53	﹤0.01%	1105
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	1097
2022 Q2	$1K	Buy	22 +2	+10%	+$132	﹤0.01%	1010
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	1047
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	1038
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	1011
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	984
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	965
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	930
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	881
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	855
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	737
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	759
2019 Q3	$0	Hold	20	–	–	﹤0.01%	837
2019 Q2	$1K	Buy	+20	New	+$939	﹤0.01%	797

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avior Wealth Management's NGG Position: Q1 2025 in Review

Avior Wealth Management sold out of National Grid (NGG) in Q1 2025, closing a stake of 1,024 shares — an estimated $58.3K sold.

Avior Wealth Management first reported a position in NGG in Q2 2019 and held it in 23 quarters. The position peaked at $121K in Q1 2024. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

Avior Wealth Management reported no remaining National Grid position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,024 National Grid shares in Q1 2025, an estimated $58.3K.
Avior Wealth Management first reported a position in National Grid in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's National Grid position peaked at $121K in Q1 2024.
467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.