PFG Private Wealth Management’s National Grid NGG Stock Holding History

PFG Private 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
2023 Q1	–	Sell	-3	Closed	–	–	355
2022 Q4	$0	Buy	+3	New	+$160	﹤0.01%	398

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFG Private Wealth Management's NGG Position: Q1 2023 in Review

PFG Private Wealth Management sold out of National Grid (NGG) in Q1 2023, closing a stake of 3 shares.

PFG Private Wealth Management first reported a position in NGG in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 398 funds tracked by Wall St. Rank hold NGG as of Q1 2023.

PFG Private Wealth Management reported no remaining National Grid position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 3 National Grid shares in Q1 2023.
PFG Private Wealth Management first reported a position in National Grid in Q4 2022 and held it in 1 quarter.
PFG Private Wealth Management's National Grid position peaked at $0 in Q4 2022.
398 funds tracked by Wall St. Rank held National Grid as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.