Tradition Wealth Management’s National Grid NGG Stock Holding History

Tradition Wealth Management’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 Q4	–	Sell	-67	Closed	-$3K	–	1192
2022 Q3	$3K	Hold	67	–	–	﹤0.01%	1155
2022 Q2	$4K	Sell	67 -2	-3%	-$132	﹤0.01%	1001
2022 Q1	$5K	Buy	69 +1	+1%	+$66	﹤0.01%	1038
2021 Q4	$4K	Sell	68 -1	-1%	-$59	﹤0.01%	1094
2021 Q3	$4K	Hold	69	–	–	﹤0.01%	1086
2021 Q2	$4K	Buy	+69	New	+$3.92K	﹤0.01%	1105
2021 Q1	–	Sell	-69	Closed	-$4K	–	941
2020 Q4	$4K	Buy	+69	New	+$3.66K	﹤0.01%	874

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tradition Wealth Management's NGG Position: Q4 2022 in Review

Tradition Wealth Management sold out of National Grid (NGG) in Q4 2022, closing a stake of 67 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in NGG in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 390 funds tracked by Wall St. Rank hold NGG as of Q4 2022.

Tradition Wealth Management reported no remaining National Grid position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 67 National Grid shares in Q4 2022, an estimated $3K.
Tradition Wealth Management first reported a position in National Grid in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's National Grid position peaked at $5K in Q1 2022.
390 funds tracked by Wall St. Rank held National Grid as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.