Advisornet Financial’s NatWest NWG Stock Holding History

Advisornet Financial’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	-2,086	Closed	-$12.8K	–	2384
2023 Q2	$12.8K	Sell	2,086 -99	-5%	-$650	﹤0.01%	1251
2023 Q1	$14.4K	Sell	2,185 -206	-9%	-$1.45K	﹤0.01%	1188
2022 Q4	$15.4K	Buy	2,391 +9	+0.4%	+$53	﹤0.01%	1141
2022 Q3	$12K	Buy	2,382 +2,176	+1,056%	+$13.4K	﹤0.01%	1291
2022 Q2	$1K	Sell	206 -866	-81%	-$5.19K	﹤0.01%	1817
2022 Q1	$7K	Hold	1,072	–	–	﹤0.01%	1536
2021 Q4	$7K	Buy	+1,072	New	+$6.96K	﹤0.01%	1585

Other funds holding NWG

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Advisornet Financial's NWG Position: Q3 2023 in Review

Advisornet Financial sold out of NatWest (NWG) in Q3 2023, closing a stake of 2,086 shares — an estimated $12.8K sold.

Advisornet Financial first reported a position in NWG in Q4 2021 and held it in 7 quarters. The position peaked at $15.4K in Q4 2022. 175 funds tracked by Wall St. Rank hold NWG as of Q3 2023.

Advisornet Financial reported no remaining NatWest position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 2,086 NatWest shares in Q3 2023, an estimated $12.8K.
Advisornet Financial first reported a position in NatWest in Q4 2021 and held it in 7 quarters.
Advisornet Financial's NatWest position peaked at $15.4K in Q4 2022.
175 funds tracked by Wall St. Rank held NatWest as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.