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Belpointe Asset Management’s NatWest NWG Stock Holding History

Belpointe Asset 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
2024
Q4 		– Sell
-93
Closed -$870 – 921
2024
Q3 		$870 Hold
93
– – ﹤0.01% 900
2024
Q2 		$756 Buy
+93
New +$722 ﹤0.01% 825
2023
Q2 		– Sell
-1,958
Closed -$12.9K – 2404
2023
Q1 		$12.9K Buy
1,958
+1,641
+518% +$11.6K ﹤0.01% 2566
2022
Q4 		$2.05K Buy
+317
New +$1.86K ﹤0.01% 3250
2022
Q2 		– Sell
-21,574
Closed -$132K – 1219
2022
Q1 		$132K Buy
+21,574
New +$146K 0.01% 1089

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

Belpointe Asset Management's NWG Position: Q4 2024 in Review

Belpointe Asset Management sold out of NatWest (NWG) in Q4 2024, closing a stake of 93 shares — an estimated $870 sold.

Belpointe Asset Management first reported a position in NWG in Q1 2022 and held it in 5 quarters. The position peaked at $132K in Q1 2022. 293 funds tracked by Wall St. Rank hold NWG as of Q4 2024.

  • Belpointe Asset Management reported no remaining NatWest position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 93 NatWest shares in Q4 2024, an estimated $870.
  • Belpointe Asset Management first reported a position in NatWest in Q1 2022 and held it in 5 quarters.
  • Belpointe Asset Management's NatWest position peaked at $132K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held NatWest as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.