9258 Wealth Management’s NatWest NWG Stock Holding History

9258 Wealth Management’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$122K	Hold	13,016	–	–	0.02%	350
2024 Q2	$105K	Buy	13,016 +2,002	+18%	+$15.5K	0.02%	339
2024 Q1	$74.9K	Buy	+11,014	New	+$65.3K	0.01%	345
2023 Q4	–	Sell	-11,014	Closed	-$64.2K	–	331
2023 Q3	$64.2K	Hold	11,014	–	–	0.01%	320
2023 Q2	$67.4K	Buy	+11,014	New	+$72.4K	0.01%	315

Other funds holding NWG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

9258 Wealth Management's NWG Position: Q3 2024 in Review

9258 Wealth Management held its NatWest (NWG) position steady in Q3 2024 at 13,016 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #350.

9258 Wealth Management first reported a position in NWG in Q2 2023 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold NWG as of Q3 2024.

9258 Wealth Management held 13,016 shares of NatWest worth $122K as of Q3 2024.
9258 Wealth Management left its NatWest share count unchanged in Q3 2024.
NatWest made up 0.02% of 9258 Wealth Management's portfolio in Q3 2024, its #350 holding.
9258 Wealth Management first reported a position in NatWest in Q2 2023 and has held it in 5 quarters since.
276 funds tracked by Wall St. Rank held NatWest as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.