IronBridge Private Wealth’s National Grid NGG Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-64	Closed	-$4K	–	207
2021 Q4	$4K	Sell	64 -2	-3%	-$117	﹤0.01%	251
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	240
2021 Q2	$4K	Hold	66	–	–	﹤0.01%	231
2021 Q1	$3K	Buy	+66	New	+$3.44K	﹤0.01%	248

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IronBridge Private Wealth's NGG Position: Q1 2022 in Review

IronBridge Private Wealth sold out of National Grid (NGG) in Q1 2022, closing a stake of 64 shares — an estimated $4K sold.

IronBridge Private Wealth first reported a position in NGG in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 373 funds tracked by Wall St. Rank hold NGG as of Q1 2022.

IronBridge Private Wealth reported no remaining National Grid position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 64 National Grid shares in Q1 2022, an estimated $4K.
IronBridge Private Wealth first reported a position in National Grid in Q1 2021 and held it in 4 quarters.
IronBridge Private Wealth's National Grid position peaked at $4K in Q4 2021.
373 funds tracked by Wall St. Rank held National Grid as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.