JWM
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Janiczek Wealth Management’s National Grid NGG Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		– Sell
-21
Closed -$1.27K – 1059
2024
Q1 		$1.36K Hold
21
– – ﹤0.01% 904
2023
Q4 		$1.38K Hold
21
– – ﹤0.01% 893
2023
Q3 		$1.21K Hold
21
– – ﹤0.01% 892
2023
Q2 		$1.39K Hold
21
– – ﹤0.01% 805
2023
Q1 		$1.39K Sell
21
-11
-34% -$659 ﹤0.01% 807
2022
Q4 		$1.9K Buy
+32
New +$1.71K ﹤0.01% 781

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janiczek Wealth Management's NGG Position: Q2 2024 in Review

Janiczek Wealth Management sold out of National Grid (NGG) in Q2 2024, closing a stake of 21 shares — an estimated $1.27K sold.

Janiczek Wealth Management first reported a position in NGG in Q4 2022 and held it in 6 quarters. The position peaked at $1.9K in Q4 2022. 419 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

  • Janiczek Wealth Management reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 21 National Grid shares in Q2 2024, an estimated $1.27K.
  • Janiczek Wealth Management first reported a position in National Grid in Q4 2022 and held it in 6 quarters.
  • Janiczek Wealth Management's National Grid position peaked at $1.9K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.