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WealthStone’s National Grid NGG Stock Holding History

WealthStone’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
2020
Q3 		– Sell
-6,600
Closed -$355K – 229
2020
Q2 		$355K Buy
+6,600
New +$334K 0.17% 97
2019
Q3 		– Sell
-33
Closed -$1.54K – 409
2019
Q2 		$1.54K Buy
+33
New +$1.55K ﹤0.01% 589

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

WealthStone's NGG Position: Q3 2020 in Review

WealthStone sold out of National Grid (NGG) in Q3 2020, closing a stake of 6,600 shares — an estimated $355K sold.

WealthStone first reported a position in NGG in Q2 2019 and held it in 2 quarters. The position peaked at $355K in Q2 2020. 336 funds tracked by Wall St. Rank hold NGG as of Q3 2020.

  • WealthStone reported no remaining National Grid position as of Q3 2020 after selling out during the quarter.
  • WealthStone sold 6,600 National Grid shares in Q3 2020, an estimated $355K.
  • WealthStone first reported a position in National Grid in Q2 2019 and held it in 2 quarters.
  • WealthStone's National Grid position peaked at $355K in Q2 2020.
  • 336 funds tracked by Wall St. Rank held National Grid as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.