Benjamin F. Edwards & Company’s NatWest NWG Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$163K	Buy	+20,294	New	+$158K	﹤0.01%	966
2023 Q3	–	Sell	-19,310	Closed	-$118K	–	1799
2023 Q2	$118K	Buy	19,310 +1,452	+8%	+$9.54K	﹤0.01%	864
2023 Q1	$118K	Buy	17,858 +423	+2%	+$2.99K	﹤0.01%	857
2022 Q4	$113K	Buy	17,435 +3,337	+24%	+$19.5K	0.01%	866
2022 Q3	$70K	Buy	+14,098	New	+$86.8K	﹤0.01%	964

Other funds holding NWG

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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 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

TAM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Benjamin F. Edwards & Company's NWG Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in NatWest (NWG) in Q2 2024: 20,294 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in NWG as recently as Q2 2023.

Benjamin F. Edwards & Company first reported a position in NWG in Q3 2022 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold NWG as of Q2 2024.

Benjamin F. Edwards & Company held 20,294 shares of NatWest worth $163K as of Q2 2024.
NatWest was a new Benjamin F. Edwards & Company position in Q2 2024.
NatWest made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #966 holding.
Benjamin F. Edwards & Company first reported a position in NatWest in Q3 2022 and has held it in 5 quarters since.
250 funds tracked by Wall St. Rank held NatWest as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.