Wipfli Financial Advisors’s National Grid NGG Stock Holding History

Wipfli Financial 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
2022 Q3	$132K	Buy	+2,765	New	+$166K	0.01%	610

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wipfli Financial Advisors's NGG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in National Grid (NGG) in Q3 2022: 2,765 shares worth $132K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings.

356 funds tracked by Wall St. Rank hold NGG as of Q3 2022.

Wipfli Financial Advisors held 2,765 shares of National Grid worth $132K as of Q3 2022.
National Grid was a new Wipfli Financial Advisors position in Q3 2022.
National Grid made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #610 holding.
356 funds tracked by Wall St. Rank held National Grid as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.