Evoke Wealth’s National Grid NGG Stock Holding History

Evoke Wealth’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	-12	Closed	-$1K	–	1225
2022 Q2	$1K	Buy	+12	New	+$794	﹤0.01%	1124
2020 Q3	–	Sell	-40	Closed	-$2K	–	1091
2020 Q2	$2K	Buy	40 +6	+18%	+$304	﹤0.01%	881
2020 Q1	$1.75K	Sell	34 -2,444	-99%	-$135K	﹤0.01%	827
2019 Q4	$140K	Buy	2,478 +11	+0.4%	+$565	0.02%	280
2019 Q3	$118K	Buy	+2,467	New	+$114K	0.01%	336

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

Evoke Wealth's NGG Position: Q3 2022 in Review

Evoke Wealth sold out of National Grid (NGG) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Evoke Wealth first reported a position in NGG in Q3 2019 and held it in 5 quarters. The position peaked at $140K in Q4 2019. 356 funds tracked by Wall St. Rank hold NGG as of Q3 2022.

Evoke Wealth reported no remaining National Grid position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 12 National Grid shares in Q3 2022, an estimated $1K.
Evoke Wealth first reported a position in National Grid in Q3 2019 and held it in 5 quarters.
Evoke Wealth's National Grid position peaked at $140K in Q4 2019.
356 funds tracked by Wall St. Rank held National Grid as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.