Level Financial Advisors’s National Grid NGG Stock Holding History

Level 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
2024 Q1	–	Sell	-101	Closed	-$6.46K	–	191
2023 Q4	$6.46K	Hold	101	–	–	﹤0.01%	204
2023 Q3	$5.76K	Hold	101	–	–	﹤0.01%	208
2023 Q2	$6.4K	Hold	101	–	–	﹤0.01%	209
2023 Q1	$6.46K	Hold	101	–	–	﹤0.01%	180
2022 Q4	$6K	Sell	101 -2	-2%	-$107	﹤0.01%	184
2022 Q3	$5K	Hold	103	–	–	﹤0.01%	191
2022 Q2	$6K	Sell	103 -3	-3%	-$198	﹤0.01%	206
2022 Q1	$7K	Sell	106 -85	-45%	-$5.63K	0.01%	170
2021 Q4	$12K	Buy	+191	New	+$11.2K	0.01%	168

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Financial Advisors's NGG Position: Q1 2024 in Review

Level Financial Advisors sold out of National Grid (NGG) in Q1 2024, closing a stake of 101 shares — an estimated $6.46K sold.

Level Financial Advisors first reported a position in NGG in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 451 funds tracked by Wall St. Rank hold NGG as of Q1 2024.

Level Financial Advisors reported no remaining National Grid position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 101 National Grid shares in Q1 2024, an estimated $6.46K.
Level Financial Advisors first reported a position in National Grid in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's National Grid position peaked at $12K in Q4 2021.
451 funds tracked by Wall St. Rank held National Grid as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.