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GRID

Grove Bank & Trust’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Grove Bank & Trust’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34
Closed -$3.19K – 631
2023
Q3 		$3.19K Buy
+34
New +$3.43K ﹤0.01% 610

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grove Bank & Trust's GRID Position: Q4 2023 in Review

Grove Bank & Trust sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2023, closing a stake of 34 shares — an estimated $3.19K sold.

Grove Bank & Trust first reported a position in GRID in Q3 2023 and held it in 1 quarter. The position peaked at $3.19K in Q3 2023. 182 funds tracked by Wall St. Rank hold GRID as of Q4 2023.

  • Grove Bank & Trust reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 34 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2023, an estimated $3.19K.
  • Grove Bank & Trust first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3.19K in Q3 2023.
  • 182 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.