Tyler-Stone Wealth Management’s National Grid NGG Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-37	Closed	-$1.99K	–	718
2024 Q2	$1.99K	Hold	37	–	–	﹤0.01%	854
2024 Q1	$2.39K	Hold	37	–	–	﹤0.01%	828
2023 Q4	$2.38K	Hold	37	–	–	﹤0.01%	797
2023 Q3	$2K	Hold	37	–	–	﹤0.01%	824
2023 Q2	$2K	Buy	+37	New	+$2.43K	﹤0.01%	812
2022 Q4	$2K	Sell	37 -1	-3%	-$53	﹤0.01%	760
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	756
2022 Q2	$2K	Sell	38 -1	-3%	-$66	﹤0.01%	768
2022 Q1	$3K	Hold	39	–	–	﹤0.01%	724
2021 Q4	$3K	Buy	+39	New	+$2.29K	﹤0.01%	766

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tyler-Stone Wealth Management's NGG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of National Grid (NGG) in Q3 2024, closing a stake of 37 shares — an estimated $1.99K sold.

Tyler-Stone Wealth Management first reported a position in NGG in Q4 2021 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 470 funds tracked by Wall St. Rank hold NGG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining National Grid position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 37 National Grid shares in Q3 2024, an estimated $1.99K.
Tyler-Stone Wealth Management first reported a position in National Grid in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's National Grid position peaked at $3K in Q1 2022.
470 funds tracked by Wall St. Rank held National Grid as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.