BHWM
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Beaird Harris Wealth Management’s National Grid NGG Stock Holding History

Beaird Harris 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
2022
Q1 		– Sell
-97
Closed -$6K – 678
2021
Q4 		$6K Buy
+97
New +$5.69K ﹤0.01% 457

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaird Harris Wealth Management's NGG Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of National Grid (NGG) in Q1 2022, closing a stake of 97 shares — an estimated $6K sold.

Beaird Harris Wealth Management first reported a position in NGG in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 372 funds tracked by Wall St. Rank hold NGG as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining National Grid position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 97 National Grid shares in Q1 2022, an estimated $6K.
  • Beaird Harris Wealth Management first reported a position in National Grid in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's National Grid position peaked at $6K in Q4 2021.
  • 372 funds tracked by Wall St. Rank held National Grid as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.