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Claro Advisors’s NatWest NWG Stock Holding History

Claro 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
2025
Q2 		– Sell
-14,809
Closed -$177K – 471
2025
Q1 		$177K Sell
14,809
-1,090
-7% -$12.2K 0.02% 496
2024
Q4 		$162K Sell
15,899
-377
-2% -$3.73K 0.02% 474
2024
Q3 		$152K Buy
16,276
+2,220
+16% +$19.8K 0.02% 500
2024
Q2 		$113K Buy
14,056
+250
+2% +$1.94K 0.02% 424
2024
Q1 		$93.9K Buy
13,806
+572
+4% +$3.39K 0.02% 417
2023
Q4 		$74.5K Hold
13,234
– – 0.02% 383
2023
Q3 		$77.2K Sell
13,234
-1,161
-8% -$7.02K 0.02% 365
2023
Q2 		$88.1K Buy
+14,395
New +$94.6K 0.02% 368

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Claro Advisors's NWG Position: Q2 2025 in Review

Claro Advisors sold out of NatWest (NWG) in Q2 2025, closing a stake of 14,809 shares — an estimated $177K sold.

Claro Advisors first reported a position in NWG in Q2 2023 and held it in 8 quarters. The position peaked at $177K in Q1 2025. 366 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

  • Claro Advisors reported no remaining NatWest position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 14,809 NatWest shares in Q2 2025, an estimated $177K.
  • Claro Advisors first reported a position in NatWest in Q2 2023 and held it in 8 quarters.
  • Claro Advisors's NatWest position peaked at $177K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.