BCWM
NAB

Bartlett & Co Wealth Management’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,318
Closed -$20.2K – 1233
2020
Q4 		$20.2K Buy
2,318
+1,518
+190% +$13.2K ﹤0.01% 665
2020
Q3 		$5.16K Buy
+800
New +$5.16K ﹤0.01% 735

Other funds holding NAB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bartlett & Co Wealth Management's NAB Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q1 2021, closing a stake of 2,318 shares — an estimated $20.2K sold.

Bartlett & Co Wealth Management first reported a position in NAB in Q3 2020 and held it in 2 quarters. The position peaked at $20.2K in Q4 2020. 4 funds tracked by Wall St. Rank hold NAB as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,318 NATL AUSTRALIA BK LTD ADS5 shares in Q1 2021, an estimated $20.2K.
  • Bartlett & Co Wealth Management first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q3 2020 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's NATL AUSTRALIA BK LTD ADS5 position peaked at $20.2K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.