Platform Technology Partners’s National Grid NGG Stock Holding History

Platform Technology 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 Q3	–	Sell	-4,023	Closed	-$228K	–	258
2021 Q2	$228K	Buy	+4,023	New	+$229K	0.09%	218
2020 Q4	$209K	Sell	4,011 -319	-7%	-$16.9K	0.1%	194
2020 Q3	$221K	Buy	4,330 +46	+1%	+$2.31K	0.14%	161
2020 Q2	$230K	Buy	4,284 +395	+10%	+$20K	0.16%	151
2020 Q1	$200K	Buy	+3,889	New	+$215K	0.18%	144

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

Goldman Sachs New York $1.15T AUM 47.82% 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 22.96% 1-Year Est. Return

Platform Technology Partners's NGG Position: Q3 2021 in Review

Platform Technology Partners sold out of National Grid (NGG) in Q3 2021, closing a stake of 4,023 shares — an estimated $228K sold.

Platform Technology Partners first reported a position in NGG in Q1 2020 and held it in 5 quarters. The position peaked at $230K in Q2 2020. 341 funds tracked by Wall St. Rank hold NGG as of Q3 2021.

Platform Technology Partners reported no remaining National Grid position as of Q3 2021 after selling out during the quarter.
Platform Technology Partners sold 4,023 National Grid shares in Q3 2021, an estimated $228K.
Platform Technology Partners first reported a position in National Grid in Q1 2020 and held it in 5 quarters.
Platform Technology Partners's National Grid position peaked at $230K in Q2 2020.
341 funds tracked by Wall St. Rank held National Grid as of Q3 2021.

Based on Platform Technology Partners's 13F filing for Q3 2021, filed 4 Nov 2021.