HC Financial Advisors’s National Grid NGG Stock Holding History

HC Financial 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
2022 Q2	$24K	Sell	395 -12	-3%	-$794	0.02%	178
2022 Q1	$28K	Hold	407	–	–	0.02%	172
2021 Q4	$26K	Sell	407 -7	-2%	-$411	0.01%	184
2021 Q3	$22K	Hold	414	–	–	0.01%	183
2021 Q2	$23K	Hold	414	–	–	0.01%	178
2021 Q1	$22K	Hold	414	–	–	0.01%	183
2020 Q4	$22K	Hold	414	–	–	0.01%	188
2020 Q3	$21K	Hold	414	–	–	0.02%	178
2020 Q2	$22K	Hold	414	–	–	0.02%	168
2020 Q1	$21K	Buy	+414	New	+$22.9K	0.02%	172

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HC Financial Advisors's NGG Position: Q2 2022 in Review

HC Financial Advisors reduced its National Grid (NGG) stake by 2.9% in Q2 2022, selling an estimated $794 and leaving 395 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #178.

HC Financial Advisors first reported a position in NGG in Q1 2020 and has held it in 10 quarters since. The position peaked at $28K in Q1 2022. 385 funds tracked by Wall St. Rank hold NGG as of Q2 2022.

HC Financial Advisors held 395 shares of National Grid worth $24K as of Q2 2022.
HC Financial Advisors sold 12 National Grid shares in Q2 2022, an estimated $794.
National Grid made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #178 holding.
HC Financial Advisors first reported a position in National Grid in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's National Grid position peaked at $28K in Q1 2022.
385 funds tracked by Wall St. Rank held National Grid as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.