Avior Wealth Management’s NatWest NWG Stock Holding History

Avior 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
2025 Q1	–	Sell	-575	Closed	-$5.85K	–	1804
2024 Q4	$5.85K	Hold	575	–	–	﹤0.01%	1805
2024 Q3	$5.38K	Hold	575	–	–	﹤0.01%	1758
2024 Q2	$4.62K	Sell	575 -59	-9%	-$458	﹤0.01%	1748
2024 Q1	$4.31K	Buy	+634	New	+$3.76K	﹤0.01%	2115

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

TAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's NWG Position: Q1 2025 in Review

Avior Wealth Management sold out of NatWest (NWG) in Q1 2025, closing a stake of 575 shares — an estimated $5.85K sold.

Avior Wealth Management first reported a position in NWG in Q1 2024 and held it in 4 quarters. The position peaked at $5.85K in Q4 2024. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

Avior Wealth Management reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 575 NatWest shares in Q1 2025, an estimated $5.85K.
Avior Wealth Management first reported a position in NatWest in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's NatWest position peaked at $5.85K in Q4 2024.
325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.