Heritage Wealth Management (Arizona)’s National Grid NGG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$30.2K	Buy	531 +261	+97%	+$14K	﹤0.01%	581
2022 Q3	$13K	Hold	270	–	–	﹤0.01%	613
2022 Q2	$16.2K	Sell	270 -8	-3%	-$529	0.01%	577
2022 Q1	$19K	Buy	+278	New	+$18.4K	0.01%	610
2021 Q3	$15K	Hold	283	–	–	0.01%	603
2021 Q2	$16K	Hold	283	–	–	0.01%	594
2021 Q1	$15K	Buy	+283	New	+$14.8K	0.01%	526

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 22.9% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NGG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its National Grid (NGG) stake by 97% in Q4 2022, buying an estimated $14K and bringing the position to 531 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Heritage Wealth Management (Arizona) first reported a position in NGG in Q1 2021 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold NGG as of Q4 2022.

Heritage Wealth Management (Arizona) held 531 shares of National Grid worth $30.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 261 National Grid shares in Q4 2022, an estimated $14K.
National Grid made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #581 holding.
Heritage Wealth Management (Arizona) first reported a position in National Grid in Q1 2021 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held National Grid as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.