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Resurgent Financial Advisors’s National Grid NGG Stock Holding History

Resurgent Financial Advisors’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
Q2 		– Sell
-317
Closed -$20.3K – 524
2023
Q1 		$20.3K Sell
317
-2,592
-89% -$155K 0.01% 480
2022
Q4 		$165K Buy
+2,909
New +$156K 0.09% 227

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Resurgent Financial Advisors's NGG Position: Q2 2023 in Review

Resurgent Financial Advisors sold out of National Grid (NGG) in Q2 2023, closing a stake of 317 shares — an estimated $20.3K sold.

Resurgent Financial Advisors first reported a position in NGG in Q4 2022 and held it in 2 quarters. The position peaked at $165K in Q4 2022. 405 funds tracked by Wall St. Rank hold NGG as of Q2 2023.

  • Resurgent Financial Advisors reported no remaining National Grid position as of Q2 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 317 National Grid shares in Q2 2023, an estimated $20.3K.
  • Resurgent Financial Advisors first reported a position in National Grid in Q4 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's National Grid position peaked at $165K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held National Grid as of Q2 2023.

Based on Resurgent Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.