AssetMark Inc
NWG icon

AssetMark Inc’s NatWest NWG Stock Holding History

AssetMark Inc’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
2026
Q1 		$1.53M Sell
102,441
-12,306
-11% -$204K ﹤0.01% 943
2025
Q4 		$2.01M Sell
114,747
-12,443
-10% -$197K ﹤0.01% 853
2025
Q3 		$1.8M Buy
127,190
+13,235
+12% +$187K ﹤0.01% 841
2025
Q2 		$1.61M Sell
113,955
-4,088
-3% -$54K ﹤0.01% 812
2025
Q1 		$1.41M Sell
118,043
-4,656
-4% -$52.2K ﹤0.01% 799
2024
Q4 		$1.25M Buy
122,699
+10,587
+9% +$105K ﹤0.01% 806
2024
Q3 		$1.05M Buy
112,112
+50,419
+82% +$449K ﹤0.01% 771
2024
Q2 		$495K Buy
61,693
+58,913
+2,119% +$457K ﹤0.01% 874
2024
Q1 		$18.9K Buy
+2,780
New +$16.5K ﹤0.01% 1288
2018
Q1 		– Sell
-362
Closed -$3K – 1803
2017
Q4 		$3K Buy
362
+176
+95% +$1.41K ﹤0.01% 1361
2017
Q3 		$1K Buy
+186
New +$1.35K ﹤0.01% 1380

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return