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Morton Brown Family Wealth’s National Grid NGG Stock Holding History

Morton Brown Family Wealth’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
2022
Q4 		– Sell
-91
Closed -$4.86K – 203
2022
Q3 		$4K Buy
+91
New +$5.48K ﹤0.01% 152

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morton Brown Family Wealth's NGG Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of National Grid (NGG) in Q4 2022, closing a stake of 91 shares — an estimated $4.86K sold.

Morton Brown Family Wealth first reported a position in NGG in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 390 funds tracked by Wall St. Rank hold NGG as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining National Grid position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 91 National Grid shares in Q4 2022, an estimated $4.86K.
  • Morton Brown Family Wealth first reported a position in National Grid in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's National Grid position peaked at $4K in Q3 2022.
  • 390 funds tracked by Wall St. Rank held National Grid as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.