Bessemer Group
GRID

Bessemer Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bessemer Group’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-56
Closed -$6K – 2101
2023
Q4 		$6K Buy
+56
New +$5.3K ﹤0.01% 1713

Other funds holding GRID

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Bessemer Group's GRID Position: Q1 2024 in Review

Bessemer Group sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2024, closing a stake of 56 shares — an estimated $6K sold.

Bessemer Group first reported a position in GRID in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 190 funds tracked by Wall St. Rank hold GRID as of Q1 2024.

  • Bessemer Group reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2024 after selling out during the quarter.
  • Bessemer Group sold 56 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2024, an estimated $6K.
  • Bessemer Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and held it in 1 quarter.
  • Bessemer Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.