WAP
NGG icon

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

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Federated Hermes
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Royal Bank of Canada
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RJA
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PPA
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return