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B. Riley Wealth Advisors’s NatWest NWG Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$160K Buy
15,708
+442
+3% +$4.38K 0.01% 1058
2024
Q3 		$138K Buy
15,266
+541
+4% +$4.81K ﹤0.01% 1183
2024
Q2 		$118K Sell
14,725
-4,304
-23% -$33.4K ﹤0.01% 1301
2024
Q1 		$111K Buy
19,029
+6,910
+57% +$41K ﹤0.01% 1349
2023
Q4 		$69.9K Sell
12,119
-6,910
-36% -$36.7K ﹤0.01% 1342
2023
Q3 		$111K Buy
19,029
+8,193
+76% +$49.5K ﹤0.01% 1349
2023
Q2 		$66.3K Buy
10,836
+126
+1% +$828 ﹤0.01% 1466
2023
Q1 		$73.1K Buy
+10,710
New +$75.6K ﹤0.01% 1415
2022
Q3 		– Sell
-10,097
Closed -$60K – 1503
2022
Q2 		$60K Buy
10,097
+508
+5% +$3.04K ﹤0.01% 1165
2022
Q1 		$60K Buy
+9,589
New +$64.7K ﹤0.01% 1328
2015
Q1 		– Sell
-929
Closed -$12 – 1507
2014
Q4 		$12 Buy
+929
New +$11.9K ﹤0.01% 2780
2014
Q3 		– Sell
-1,857
Closed -$22.6K – 1468
2014
Q2 		$22.6K Buy
+1,857
New +$21.8K 0.01% 1413

Other funds holding NWG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's NWG Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its NatWest (NWG) stake by 2.9% in Q4 2024, buying an estimated $4.38K and bringing the position to 15,708 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1058.

B. Riley Wealth Advisors first reported a position in NWG in Q2 2014 and has held it in 12 quarters since. 293 funds tracked by Wall St. Rank hold NWG as of Q4 2024.

  • B. Riley Wealth Advisors held 15,708 shares of NatWest worth $160K as of Q4 2024.
  • B. Riley Wealth Advisors bought 442 NatWest shares in Q4 2024, an estimated $4.38K.
  • NatWest made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1058 holding.
  • B. Riley Wealth Advisors first reported a position in NatWest in Q2 2014 and has held it in 12 quarters since.
  • 293 funds tracked by Wall St. Rank held NatWest as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.