Baystate Wealth Management’s National Grid NGG Stock Holding History

Baystate 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 Q4	$33.8K	Hold	527	–	–	﹤0.01%	448
2023 Q3	$30.2K	Buy	527 +18	+4%	+$1.09K	﹤0.01%	411
2023 Q2	$32.4K	Hold	509	–	–	﹤0.01%	393
2023 Q1	$32.7K	Buy	509 +8	+2%	+$479	﹤0.01%	393
2022 Q4	$29K	Sell	501 -8	-2%	-$428	﹤0.01%	411
2022 Q3	$24K	Buy	509 +2	+0.4%	+$120	﹤0.01%	402
2022 Q2	$30K	Sell	507 -15	-3%	-$992	﹤0.01%	388
2022 Q1	$36K	Buy	522 +8	+2%	+$530	﹤0.01%	372
2021 Q4	$33K	Sell	514 -8	-2%	-$470	﹤0.01%	387
2021 Q3	$28K	Buy	522 +18	+4%	+$1.03K	﹤0.01%	370
2021 Q2	$29K	Buy	504 +414	+460%	+$23.5K	﹤0.01%	343
2021 Q1	$5K	Buy	90 +1	+1%	+$52	﹤0.01%	518
2020 Q4	$5K	Hold	89	–	–	﹤0.01%	494
2020 Q3	$5K	Buy	89 +2	+2%	+$100	﹤0.01%	464
2020 Q2	$5K	Sell	87 -103	-54%	-$5.22K	﹤0.01%	467
2020 Q1	$10K	Buy	190 +103	+118%	+$5.69K	﹤0.01%	365
2019 Q4	$5K	Buy	+87	New	+$4.47K	﹤0.01%	455
2018 Q4	–	Sell	-124	Closed	-$6K	–	710
2018 Q3	$6K	Buy	+124	New	+$5.9K	﹤0.01%	423

Other funds holding NGG

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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