Prestige Wealth Management Group’s National Grid NGG Stock Holding History

Prestige Wealth Management Group’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	-32	Closed	-$1.81K	–	1127
2022 Q4	$1.81K	Buy	+32	New	+$1.71K	﹤0.01%	853
2022 Q1	–	Sell	-100	Closed	-$7K	–	1023
2021 Q4	$7K	Sell	100 -107	-52%	-$6.28K	﹤0.01%	560
2021 Q3	$11K	Hold	207	–	–	﹤0.01%	474
2021 Q2	$12K	Hold	207	–	–	﹤0.01%	444
2021 Q1	$11K	Hold	207	–	–	﹤0.01%	465
2020 Q4	$11K	Hold	207	–	–	﹤0.01%	446
2020 Q3	$11K	Hold	207	–	–	﹤0.01%	432
2020 Q2	$11K	Sell	207 -32	-13%	-$1.62K	﹤0.01%	412
2020 Q1	$13K	Hold	239	–	–	0.01%	338
2019 Q4	$13K	Hold	239	–	–	0.01%	326
2019 Q3	$11K	Buy	239 +32	+15%	+$1.48K	0.01%	331
2019 Q2	$10K	Hold	207	–	–	0.01%	328
2019 Q1	$10K	Sell	207 -15	-7%	-$726	0.01%	334
2018 Q4	$9K	Buy	+222	New	+$10.4K	0.01%	454

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Prestige Wealth Management Group's NGG Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of National Grid (NGG) in Q1 2023, closing a stake of 32 shares — an estimated $1.81K sold.

Prestige Wealth Management Group first reported a position in NGG in Q4 2018 and held it in 14 quarters. The position peaked at $13K in Q1 2020. 399 funds tracked by Wall St. Rank hold NGG as of Q1 2023.

Prestige Wealth Management Group reported no remaining National Grid position as of Q1 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 32 National Grid shares in Q1 2023, an estimated $1.81K.
Prestige Wealth Management Group first reported a position in National Grid in Q4 2018 and held it in 14 quarters.
Prestige Wealth Management Group's National Grid position peaked at $13K in Q1 2020.
399 funds tracked by Wall St. Rank held National Grid as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.