Wealthstar Advisors’s National Grid NGG Stock Holding History

Wealthstar Advisors’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 Q2	–	Sell	-6,516	Closed	-$415K	–	91
2023 Q1	$415K	Sell	6,516 -6	-0.1%	-$360	0.16%	56
2022 Q4	$371K	Sell	6,522 -325	-5%	-$17.4K	0.17%	61
2022 Q3	$325K	Sell	6,847 -7,234	-51%	-$435K	0.15%	69
2022 Q2	$845K	Buy	14,081 +1,366	+11%	+$90.4K	0.33%	42
2022 Q1	$876K	Buy	+12,715	New	+$843K	0.32%	42

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RJA

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

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

Wealthstar Advisors's NGG Position: Q2 2023 in Review

Wealthstar Advisors sold out of National Grid (NGG) in Q2 2023, closing a stake of 6,516 shares — an estimated $415K sold.

Wealthstar Advisors first reported a position in NGG in Q1 2022 and held it in 5 quarters. The position peaked at $876K in Q1 2022. 405 funds tracked by Wall St. Rank hold NGG as of Q2 2023.

Wealthstar Advisors reported no remaining National Grid position as of Q2 2023 after selling out during the quarter.
Wealthstar Advisors sold 6,516 National Grid shares in Q2 2023, an estimated $415K.
Wealthstar Advisors first reported a position in National Grid in Q1 2022 and held it in 5 quarters.
Wealthstar Advisors's National Grid position peaked at $876K in Q1 2022.
405 funds tracked by Wall St. Rank held National Grid as of Q2 2023.

Based on Wealthstar Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.