RWB
NGG icon

RMR Wealth Builders’s National Grid NGG Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-8
Closed – – 499
2021
Q1 		$0 Buy
8
+1
+14% +$52 ﹤0.01% 802
2020
Q4 		$0 Buy
+7
New +$371 ﹤0.01% 543
2020
Q3 		– Sell
-7
Closed – – 381
2020
Q2 		$0 Buy
+7
New +$355 ﹤0.01% 444
2019
Q4 		$11K Buy
+204
New +$10.5K 0.01% 339

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RMR Wealth Builders's NGG Position: Q2 2021 in Review

RMR Wealth Builders sold out of National Grid (NGG) in Q2 2021, closing a stake of 8 shares.

RMR Wealth Builders first reported a position in NGG in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

  • RMR Wealth Builders reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 8 National Grid shares in Q2 2021.
  • RMR Wealth Builders first reported a position in National Grid in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's National Grid position peaked at $11K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.