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Capital Directions Investment Advisors’s National Grid NGG Stock Holding History

Capital Directions Investment Advisors’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
Q4 		$12.7K Buy
+223
New +$11.9K ﹤0.01% 201
2022
Q3 		– Sell
-227
Closed -$13.7K – 187
2022
Q2 		$14K Sell
227
-6
-3% -$397 ﹤0.01% 203
2022
Q1 		$16K Buy
+233
New +$15.4K ﹤0.01% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Directions Investment Advisors's NGG Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in National Grid (NGG) in Q4 2022: 223 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in NGG as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in NGG in Q1 2022 and has held it in 3 quarters since. The position peaked at $16K in Q1 2022. 393 funds tracked by Wall St. Rank hold NGG as of Q4 2022.

  • Capital Directions Investment Advisors held 223 shares of National Grid worth $12.7K as of Q4 2022.
  • National Grid was a new Capital Directions Investment Advisors position in Q4 2022.
  • National Grid made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #201 holding.
  • Capital Directions Investment Advisors first reported a position in National Grid in Q1 2022 and has held it in 3 quarters since.
  • Capital Directions Investment Advisors's National Grid position peaked at $16K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held National Grid as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.