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SYSTM Wealth Solutions’s National Grid NGG Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-501
Closed -$27.3K – 444
2024
Q2 		$27.3K Sell
501
-595
-54% -$35.9K 0.01% 329
2024
Q1 		$70.5K Buy
1,096
+57
+5% +$3.61K 0.01% 530
2023
Q4 		$66.9K Buy
+1,039
New +$62K 0.01% 532

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SYSTM Wealth Solutions's NGG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of National Grid (NGG) in Q3 2024, closing a stake of 501 shares — an estimated $27.3K sold.

SYSTM Wealth Solutions first reported a position in NGG in Q4 2023 and held it in 3 quarters. The position peaked at $70.5K in Q1 2024. 469 funds tracked by Wall St. Rank hold NGG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining National Grid position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 501 National Grid shares in Q3 2024, an estimated $27.3K.
  • SYSTM Wealth Solutions first reported a position in National Grid in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's National Grid position peaked at $70.5K in Q1 2024.
  • 469 funds tracked by Wall St. Rank held National Grid as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.