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Wealthstreet Investment Advisors’s National Grid NGG Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-7,945
Closed -$416K – 248
2021
Q1 		$416K Buy
7,945
+1,696
+27% +$88.5K 0.04% 274
2020
Q4 		$326K Buy
+6,249
New +$331K 0.03% 292

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthstreet Investment Advisors's NGG Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of National Grid (NGG) in Q2 2021, closing a stake of 7,945 shares — an estimated $416K sold.

Wealthstreet Investment Advisors first reported a position in NGG in Q4 2020 and held it in 2 quarters. The position peaked at $416K in Q1 2021. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,945 National Grid shares in Q2 2021, an estimated $416K.
  • Wealthstreet Investment Advisors first reported a position in National Grid in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's National Grid position peaked at $416K in Q1 2021.
  • 346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.