FFA
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Freedman Financial Associates’s National Grid NGG Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,811
Closed -$125K – 278
2022
Q1 		$125K Hold
1,811
– – 0.09% 106
2021
Q4 		$118K Sell
1,811
-31
-2% -$1.82K 0.08% 108
2021
Q3 		$97K Hold
1,842
– – 0.07% 118
2021
Q2 		$104K Hold
1,842
– – 0.08% 106
2021
Q1 		$97K Buy
1,842
+1,666
+947% +$86.9K 0.08% 107
2020
Q4 		$9K Buy
+176
New +$9.34K 0.01% 355

Other funds holding NGG

Renaissance Technologies
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Freedman Financial Associates's NGG Position: Q2 2022 in Review

Freedman Financial Associates sold out of National Grid (NGG) in Q2 2022, closing a stake of 1,811 shares — an estimated $125K sold.

Freedman Financial Associates first reported a position in NGG in Q4 2020 and held it in 6 quarters. The position peaked at $125K in Q1 2022. 384 funds tracked by Wall St. Rank hold NGG as of Q2 2022.

  • Freedman Financial Associates reported no remaining National Grid position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,811 National Grid shares in Q2 2022, an estimated $125K.
  • Freedman Financial Associates first reported a position in National Grid in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's National Grid position peaked at $125K in Q1 2022.
  • 384 funds tracked by Wall St. Rank held National Grid as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.