Capital Advisory Group Advisory Services’s National Grid NGG Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-31	Closed	-$2K	–	373
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	508
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	504
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	485
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	492
2020 Q3	$2K	Hold	31	–	–	﹤0.01%	449
2020 Q2	$2K	Hold	31	–	–	﹤0.01%	426
2020 Q1	$2K	Buy	+31	New	+$1.71K	﹤0.01%	382
2019 Q4	–	Sell	-31	Closed	-$1K	–	333
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	420
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	402
2019 Q1	$2K	Hold	31	–	–	﹤0.01%	380
2018 Q4	$1K	Hold	31	–	–	﹤0.01%	379
2018 Q3	$1K	Hold	31	–	–	﹤0.01%	354
2018 Q2	$2K	Buy	+31	New	+$1.57K	﹤0.01%	320

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Advisory Group Advisory Services's NGG Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of National Grid (NGG) in Q4 2021, closing a stake of 31 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in NGG in Q2 2018 and held it in 13 quarters. The position peaked at $2K in Q3 2021. 371 funds tracked by Wall St. Rank hold NGG as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining National Grid position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 31 National Grid shares in Q4 2021, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in National Grid in Q2 2018 and held it in 13 quarters.
Capital Advisory Group Advisory Services's National Grid position peaked at $2K in Q3 2021.
371 funds tracked by Wall St. Rank held National Grid as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.