North Star Investment Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

North Star Investment Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-59	Closed	-$6.76K	–	1199
2024 Q1	$6.76K	Buy	+59	New	+$6.26K	﹤0.01%	930

Other funds holding GRID

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

North Star Investment Management's GRID Position: Q2 2024 in Review

North Star Investment Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2024, closing a stake of 59 shares — an estimated $6.76K sold.

North Star Investment Management first reported a position in GRID in Q1 2024 and held it in 1 quarter. The position peaked at $6.76K in Q1 2024. 237 funds tracked by Wall St. Rank hold GRID as of Q2 2024.

North Star Investment Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2024 after selling out during the quarter.
North Star Investment Management sold 59 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2024, an estimated $6.76K.
North Star Investment Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and held it in 1 quarter.
North Star Investment Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6.76K in Q1 2024.
237 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2024.

Based on North Star Investment Management's 13F filing for Q2 2024, filed 6 Aug 2024.