Meridian Wealth Partners’s National Grid NGG Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-110	Closed	-$6K	–	840
2021 Q1	$6K	Sell	110 -312	-74%	-$16.3K	﹤0.01%	623
2020 Q4	$22K	Hold	422	–	–	0.01%	217
2020 Q3	$22K	Buy	422 +15	+4%	+$753	0.01%	196
2020 Q2	$22K	Hold	407	–	–	0.01%	188
2020 Q1	$21K	Buy	407 +7	+2%	+$387	0.01%	176
2019 Q4	$22K	Buy	+400	New	+$20.6K	0.01%	194

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Meridian Wealth Partners's NGG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of National Grid (NGG) in Q2 2021, closing a stake of 110 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in NGG in Q4 2019 and held it in 6 quarters. The position peaked at $22K in Q4 2020. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

Meridian Wealth Partners reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 110 National Grid shares in Q2 2021, an estimated $6K.
Meridian Wealth Partners first reported a position in National Grid in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's National Grid position peaked at $22K in Q4 2020.
346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.