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 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

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

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

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

Liberty Wealth Management's NGG Position: Q4 2021 in Review

Liberty Wealth Management sold out of National Grid (NGG) in Q4 2021, closing a stake of 2,144 shares — an estimated $119K sold.

Liberty Wealth Management first reported a position in NGG in Q4 2018 and held it in 12 quarters. The position peaked at $167K in Q2 2019. 371 funds tracked by Wall St. Rank hold NGG as of Q4 2021.

Liberty Wealth Management reported no remaining National Grid position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2,144 National Grid shares in Q4 2021, an estimated $119K.
Liberty Wealth Management first reported a position in National Grid in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's National Grid position peaked at $167K in Q2 2019.
371 funds tracked by Wall St. Rank held National Grid as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.