WQ
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Wealth Quarterback’s National Grid NGG Stock Holding History

Wealth Quarterback’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
Q3 		$46K Buy
859
+27
+3% +$1.55K 0.03% 249
2021
Q2 		$48K Buy
+832
New +$47.3K 0.03% 234
2020
Q2 		– Sell
-1,558
Closed -$78K – 526
2020
Q1 		$78K Sell
1,558
-296
-16% -$16.4K 0.07% 171
2019
Q4 		$78.8K Buy
+1,854
New +$95.3K 0.07% 184

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Quarterback's NGG Position: Q3 2021 in Review

Wealth Quarterback increased its National Grid (NGG) stake by 3.2% in Q3 2021, buying an estimated $1.55K and bringing the position to 859 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #249.

Wealth Quarterback first reported a position in NGG in Q4 2019 and has held it in 4 quarters since. The position peaked at $78.8K in Q4 2019. 341 funds tracked by Wall St. Rank hold NGG as of Q3 2021.

  • Wealth Quarterback held 859 shares of National Grid worth $46K as of Q3 2021.
  • Wealth Quarterback bought 27 National Grid shares in Q3 2021, an estimated $1.55K.
  • National Grid made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #249 holding.
  • Wealth Quarterback first reported a position in National Grid in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's National Grid position peaked at $78.8K in Q4 2019.
  • 341 funds tracked by Wall St. Rank held National Grid as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.