Curi Wealth Management’s National Grid NGG Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-926	Closed	-$56K	–	522
2022 Q2	$56K	Buy	+926	New	+$61.2K	0.01%	220

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Curi Wealth Management's NGG Position: Q3 2022 in Review

Curi Wealth Management sold out of National Grid (NGG) in Q3 2022, closing a stake of 926 shares — an estimated $56K sold.

Curi Wealth Management first reported a position in NGG in Q2 2022 and held it in 1 quarter. The position peaked at $56K in Q2 2022. 356 funds tracked by Wall St. Rank hold NGG as of Q3 2022.

Curi Wealth Management reported no remaining National Grid position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 926 National Grid shares in Q3 2022, an estimated $56K.
Curi Wealth Management first reported a position in National Grid in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's National Grid position peaked at $56K in Q2 2022.
356 funds tracked by Wall St. Rank held National Grid as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.