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Acima Private Wealth’s NatWest NWG Stock Holding History

Acima Private Wealth’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
2023
Q3 		– Sell
-973
Closed -$5.96K – 257
2023
Q2 		$5.96K Hold
973
– – ﹤0.01% 236
2023
Q1 		$6.42K Buy
+973
New +$6.87K ﹤0.01% 245

Other funds holding NWG

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Acima Private Wealth's NWG Position: Q3 2023 in Review

Acima Private Wealth sold out of NatWest (NWG) in Q3 2023, closing a stake of 973 shares — an estimated $5.96K sold.

Acima Private Wealth first reported a position in NWG in Q1 2023 and held it in 2 quarters. The position peaked at $6.42K in Q1 2023. 175 funds tracked by Wall St. Rank hold NWG as of Q3 2023.

  • Acima Private Wealth reported no remaining NatWest position as of Q3 2023 after selling out during the quarter.
  • Acima Private Wealth sold 973 NatWest shares in Q3 2023, an estimated $5.96K.
  • Acima Private Wealth first reported a position in NatWest in Q1 2023 and held it in 2 quarters.
  • Acima Private Wealth's NatWest position peaked at $6.42K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held NatWest as of Q3 2023.

Based on Acima Private Wealth's 13F filing for Q3 2023, filed 29 Feb 2024.