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ShoreHaven Wealth Partners’s National Grid NGG Stock Holding History

ShoreHaven Wealth Partners’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
-2,262
Closed -$118K – 190
2021
Q1 		$118K Buy
2,262
+1,131
+100% +$59K 0.06% 78
2020
Q4 		$59K Buy
+1,131
New +$60K 0.03% 99

Other funds holding NGG

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Bank of America
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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 22.9% 1-Year Est. Return

ShoreHaven Wealth Partners's NGG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of National Grid (NGG) in Q2 2021, closing a stake of 2,262 shares — an estimated $118K sold.

ShoreHaven Wealth Partners first reported a position in NGG in Q4 2020 and held it in 2 quarters. The position peaked at $118K in Q1 2021. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,262 National Grid shares in Q2 2021, an estimated $118K.
  • ShoreHaven Wealth Partners first reported a position in National Grid in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's National Grid position peaked at $118K in Q1 2021.
  • 346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

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