CFO4Life Group’s NatWest NWG Stock Holding History

CFO4Life Group’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 Q1	–	Sell	-10,931	Closed	-$111K	–	234
2024 Q4	$111K	Buy	10,931 +308	+3%	+$3.05K	0.02%	214
2024 Q3	$99.4K	Buy	+10,623	New	+$94.5K	0.02%	216

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

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

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

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

CFO4Life Group's NWG Position: Q1 2025 in Review

CFO4Life Group sold out of NatWest (NWG) in Q1 2025, closing a stake of 10,931 shares — an estimated $111K sold.

CFO4Life Group first reported a position in NWG in Q3 2024 and held it in 2 quarters. The position peaked at $111K in Q4 2024. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

CFO4Life Group reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
CFO4Life Group sold 10,931 NatWest shares in Q1 2025, an estimated $111K.
CFO4Life Group first reported a position in NatWest in Q3 2024 and held it in 2 quarters.
CFO4Life Group's NatWest position peaked at $111K in Q4 2024.
325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on CFO4Life Group's 13F filing for Q1 2025, filed 30 Apr 2025.