SS
GRID

Simplicity Solutions’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Simplicity Solutions’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
2023
Q3 		– Sell
-2,000
Closed -$210K – 1038
2023
Q2 		$210K Buy
+2,000
New +$198K 0.01% 956

Other funds holding GRID

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions's GRID Position: Q3 2023 in Review

Simplicity Solutions sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2023, closing a stake of 2,000 shares — an estimated $210K sold.

Simplicity Solutions first reported a position in GRID in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 180 funds tracked by Wall St. Rank hold GRID as of Q3 2023.

  • Simplicity Solutions reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 2,000 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2023, an estimated $210K.
  • Simplicity Solutions first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and held it in 1 quarter.
  • Simplicity Solutions's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $210K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.