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Capital Performance Advisors’s NatWest NWG Stock Holding History

Capital Performance 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 		– Sell
-464
Closed -$4.34K – 1835
2024
Q3 		$4.34K Buy
+464
New +$4.13K ﹤0.01% 1173

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

Capital Performance Advisors's NWG Position: Q4 2024 in Review

Capital Performance Advisors sold out of NatWest (NWG) in Q4 2024, closing a stake of 464 shares — an estimated $4.34K sold.

Capital Performance Advisors first reported a position in NWG in Q3 2024 and held it in 1 quarter. The position peaked at $4.34K in Q3 2024. 293 funds tracked by Wall St. Rank hold NWG as of Q4 2024.

  • Capital Performance Advisors reported no remaining NatWest position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 464 NatWest shares in Q4 2024, an estimated $4.34K.
  • Capital Performance Advisors first reported a position in NatWest in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's NatWest position peaked at $4.34K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held NatWest as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.