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SFMG Wealth Advisors’s National Grid NGG Stock Holding History

SFMG Wealth 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
2022
Q2 		– Sell
-3,097
Closed -$214K – 299
2022
Q1 		$214K Hold
3,097
– – 0.02% 262
2021
Q4 		$201K Buy
+3,097
New +$182K 0.02% 271

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFMG Wealth Advisors's NGG Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of National Grid (NGG) in Q2 2022, closing a stake of 3,097 shares — an estimated $214K sold.

SFMG Wealth Advisors first reported a position in NGG in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q1 2022. 385 funds tracked by Wall St. Rank hold NGG as of Q2 2022.

  • SFMG Wealth Advisors reported no remaining National Grid position as of Q2 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,097 National Grid shares in Q2 2022, an estimated $214K.
  • SFMG Wealth Advisors first reported a position in National Grid in Q4 2021 and held it in 2 quarters.
  • SFMG Wealth Advisors's National Grid position peaked at $214K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held National Grid as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.