CIBC Private Wealth Group
NWG icon

CIBC Private Wealth Group’s NatWest NWG Stock Holding History

CIBC Private Wealth 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
Q4 		$71.6K Buy
4,094
+1,762
+76% +$27.9K ﹤0.01% 1642
2025
Q3 		$33K Sell
2,332
-470
-17% -$6.63K ﹤0.01% 1971
2025
Q2 		$39.6K Buy
2,802
+236
+9% +$3.12K ﹤0.01% 1759
2025
Q1 		$27.1K Buy
2,566
+1,108
+76% +$12.4K ﹤0.01% 1885
2024
Q4 		$14.3K Buy
1,458
+942
+183% +$9.32K ﹤0.01% 2161
2024
Q3 		$4.83K Buy
516
+384
+291% +$3.42K ﹤0.01% 2599
2024
Q2 		$1.14K Buy
132
+131
+13,100% +$1.02K ﹤0.01% 2876
2024
Q1 		$6 Buy
+1
New +$6 ﹤0.01% 3054
2018
Q1 		– Sell
-2,089
Closed -$17K – 2033
2017
Q4 		$17K Buy
+2,089
New +$16.7K ﹤0.01% 1436

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return