Carolinas Wealth Consulting’s NatWest NWG Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-76	Closed	-$907	–	641
2025 Q1	$907	Sell	76 -1	-1%	-$11	﹤0.01%	914
2024 Q4	$774	Sell	77 -35	-31%	-$346	﹤0.01%	968
2024 Q3	$1.05K	Sell	112 -128	-53%	-$1.14K	﹤0.01%	919
2024 Q2	$1.93K	Buy	240 +5	+2%	+$39	﹤0.01%	811
2024 Q1	$1.67K	Buy	235 +46	+24%	+$273	﹤0.01%	817
2023 Q4	$1.06K	Hold	189	–	–	﹤0.01%	827
2023 Q3	$830	Buy	+189	New	+$1.14K	﹤0.01%	859

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Carolinas Wealth Consulting's NWG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of NatWest (NWG) in Q2 2025, closing a stake of 76 shares — an estimated $907 sold.

Carolinas Wealth Consulting first reported a position in NWG in Q3 2023 and held it in 7 quarters. The position peaked at $1.93K in Q2 2024. 367 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining NatWest position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 76 NatWest shares in Q2 2025, an estimated $907.
Carolinas Wealth Consulting first reported a position in NatWest in Q3 2023 and held it in 7 quarters.
Carolinas Wealth Consulting's NatWest position peaked at $1.93K in Q2 2024.
367 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.