LWM
NGG icon

Liberty Wealth Management’s National Grid NGG Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2,144
Closed -$119K – 770
2021
Q3 		$119K Buy
2,144
+1,108
+107% +$63.6K 0.04% 255
2021
Q2 		$59K Buy
1,036
+1
+0.1% +$57 0.02% 289
2021
Q1 		$54K Hold
1,035
– – 0.03% 269
2020
Q4 		$54K Buy
1,035
+501
+94% +$26.6K 0.03% 266
2020
Q3 		$27K Sell
534
-139
-21% -$6.98K 0.02% 351
2020
Q2 		$36K Sell
673
-13
-2% -$659 0.03% 272
2020
Q1 		$35K Sell
686
-134
-16% -$7.4K 0.03% 256
2019
Q4 		$45K Hold
820
– – 0.04% 265
2019
Q3 		$39K Sell
820
-2,724
-77% -$126K 0.04% 273
2019
Q2 		$167K Buy
3,544
+2,752
+347% +$129K 0.15% 118
2019
Q1 		$39K Hold
792
– – 0.03% 233
2018
Q4 		$33K Buy
+792
New +$37K 0.02% 245

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return