Wealthcare Advisory Partners’s National Grid NGG Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-870	Closed	-$46K	–	1377
2021 Q1	$46K	Buy	+870	New	+$45.4K	﹤0.01%	899
2020 Q2	–	Sell	-378	Closed	-$19K	–	999
2020 Q1	$19K	Sell	378 -1,500	-80%	-$82.9K	﹤0.01%	750
2019 Q4	$104K	Buy	1,878 +260	+16%	+$13.4K	0.01%	398
2019 Q3	$77K	Hold	1,618	–	–	0.01%	451
2019 Q2	$76K	Hold	1,618	–	–	0.01%	430
2019 Q1	$80K	Hold	1,618	–	–	0.01%	381
2018 Q4	$69K	Buy	1,618 +136	+9%	+$6.35K	0.01%	372
2018 Q3	$68K	Hold	1,482	–	–	0.01%	407
2018 Q2	$73K	Buy	+1,482	New	+$74.8K	0.01%	390

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Wealthcare Advisory Partners's NGG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of National Grid (NGG) in Q2 2021, closing a stake of 870 shares — an estimated $46K sold.

Wealthcare Advisory Partners first reported a position in NGG in Q2 2018 and held it in 9 quarters. The position peaked at $104K in Q4 2019. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

Wealthcare Advisory Partners reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 870 National Grid shares in Q2 2021, an estimated $46K.
Wealthcare Advisory Partners first reported a position in National Grid in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's National Grid position peaked at $104K in Q4 2019.
346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.