Consolidated Planning Corp’s National Grid NGG Stock Holding History

Consolidated Planning Corp’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	-1	Closed	–	–	318
2021 Q3	$0	Buy	+1	New	+$57	﹤0.01%	477

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $530B AUM 22.01% 1-Year Est. Return

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

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

Consolidated Planning Corp's NGG Position: Q4 2021 in Review

Consolidated Planning Corp sold out of National Grid (NGG) in Q4 2021, closing a stake of 1 share.

Consolidated Planning Corp first reported a position in NGG in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 370 funds tracked by Wall St. Rank hold NGG as of Q4 2021.

Consolidated Planning Corp reported no remaining National Grid position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 1 National Grid share in Q4 2021.
Consolidated Planning Corp first reported a position in National Grid in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's National Grid position peaked at $0 in Q3 2021.
370 funds tracked by Wall St. Rank held National Grid as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.