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	–	374
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

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

Federated Hermes

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

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

Royal Bank of Canada

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management

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