Shira Ridge Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Shira Ridge Wealth Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,628	Closed	-$304K	–	83
2024 Q2	$304K	Sell	2,628 -349	-12%	-$40.7K	0.17%	65
2024 Q1	$341K	Sell	2,977 -437	-13%	-$46.4K	0.2%	59
2023 Q4	$357K	Buy	3,414 +843	+33%	+$79.7K	0.21%	56
2023 Q3	$241K	Sell	2,571 -37	-1%	-$3.74K	0.16%	63
2023 Q2	$274K	Sell	2,608 -177	-6%	-$17.5K	0.17%	59
2023 Q1	$272K	Sell	2,785 -990	-26%	-$93K	0.18%	57
2022 Q4	$329K	Buy	+3,775	New	+$324K	0.23%	53

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Shira Ridge Wealth Management's GRID Position: Q3 2024 in Review

Shira Ridge Wealth Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2024, closing a stake of 2,628 shares — an estimated $304K sold.

Shira Ridge Wealth Management first reported a position in GRID in Q4 2022 and held it in 7 quarters. The position peaked at $357K in Q4 2023. 263 funds tracked by Wall St. Rank hold GRID as of Q3 2024.

Shira Ridge Wealth Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 2,628 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2024, an estimated $304K.
Shira Ridge Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2022 and held it in 7 quarters.
Shira Ridge Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $357K in Q4 2023.
263 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.