WealthPLAN Partners’s National Grid NGG Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-2,153	Closed	-$137K	–	840
2023 Q2	$137K	Hold	2,153	–	–	0.02%	346
2023 Q1	$138K	Buy	+2,153	New	+$129K	0.02%	365
2016 Q3	$140K	Sell	2,073 -2,073	-50%	-$143K	0.05%	191
2016 Q2	$149K	Buy	+4,146	New	+$287K	0.02%	479
2015 Q4	$139K	Buy	+6,219	New	+$421K	0.02%	332

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

WealthPLAN Partners's NGG Position: Q3 2023 in Review

WealthPLAN Partners sold out of National Grid (NGG) in Q3 2023, closing a stake of 2,153 shares — an estimated $137K sold.

WealthPLAN Partners first reported a position in NGG in Q4 2015 and held it in 5 quarters. The position peaked at $149K in Q2 2016. 402 funds tracked by Wall St. Rank hold NGG as of Q3 2023.

WealthPLAN Partners reported no remaining National Grid position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,153 National Grid shares in Q3 2023, an estimated $137K.
WealthPLAN Partners first reported a position in National Grid in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's National Grid position peaked at $149K in Q2 2016.
402 funds tracked by Wall St. Rank held National Grid as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.