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Financial Synergies Wealth Advisors’s National Grid NGG Stock Holding History

Financial Synergies Wealth 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
2024
Q2 		– Sell
-24
Closed -$1.57K – 315
2024
Q1 		$1.57K Buy
+24
New +$1.52K ﹤0.01% 352

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Synergies Wealth Advisors's NGG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of National Grid (NGG) in Q2 2024, closing a stake of 24 shares — an estimated $1.57K sold.

Financial Synergies Wealth Advisors first reported a position in NGG in Q1 2024 and held it in 1 quarter. The position peaked at $1.57K in Q1 2024. 419 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 24 National Grid shares in Q2 2024, an estimated $1.57K.
  • Financial Synergies Wealth Advisors first reported a position in National Grid in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's National Grid position peaked at $1.57K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.