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WealthShield Partners’s National Grid NGG Stock Holding History

WealthShield 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
Q3 		– Sell
-1,182
Closed -$67K – 544
2021
Q2 		$67K Sell
1,182
-81
-6% -$4.61K 0.01% 417
2021
Q1 		$66K Buy
+1,263
New +$65.9K 0.01% 403

Other funds holding NGG

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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

WealthShield Partners's NGG Position: Q3 2021 in Review

WealthShield Partners sold out of National Grid (NGG) in Q3 2021, closing a stake of 1,182 shares — an estimated $67K sold.

WealthShield Partners first reported a position in NGG in Q1 2021 and held it in 2 quarters. The position peaked at $67K in Q2 2021. 341 funds tracked by Wall St. Rank hold NGG as of Q3 2021.

  • WealthShield Partners reported no remaining National Grid position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,182 National Grid shares in Q3 2021, an estimated $67K.
  • WealthShield Partners first reported a position in National Grid in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's National Grid position peaked at $67K in Q2 2021.
  • 341 funds tracked by Wall St. Rank held National Grid as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.