Column Capital Advisors’s NatWest NWG Stock Holding History

Column Capital 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
2023 Q3	$5.54K	Hold	951	–	–	﹤0.01%	590
2023 Q2	$5.82K	Hold	951	–	–	﹤0.01%	599
2023 Q1	$6.28K	Hold	951	–	–	﹤0.01%	614
2022 Q4	$6.14K	Hold	951	–	–	﹤0.01%	591
2022 Q3	$5K	Sell	951 -106	-10%	-$653	﹤0.01%	550
2022 Q2	$6K	Hold	1,057	–	–	﹤0.01%	546
2022 Q1	$6K	Sell	1,057 -101	-9%	-$681	﹤0.01%	559
2021 Q4	$8K	Hold	1,158	–	–	﹤0.01%	534
2021 Q3	$8K	Hold	1,158	–	–	﹤0.01%	497
2021 Q2	$7K	Hold	1,158	–	–	﹤0.01%	511
2021 Q1	$7K	Hold	1,158	–	–	﹤0.01%	506
2020 Q4	$6K	Hold	1,158	–	–	﹤0.01%	520
2020 Q3	$3K	Hold	1,158	–	–	﹤0.01%	568
2020 Q2	$3K	Buy	1,158 +660	+133%	+$2.05K	﹤0.01%	638
2020 Q1	$1K	Buy	+498	New	+$2.62K	﹤0.01%	651

Other funds holding NWG

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Column Capital Advisors's NWG Position: Q3 2023 in Review

Column Capital Advisors held its NatWest (NWG) position steady in Q3 2023 at 951 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Column Capital Advisors first reported a position in NWG in Q1 2020 and has held it in 15 quarters since. The position peaked at $8K in Q4 2021. 176 funds tracked by Wall St. Rank hold NWG as of Q3 2023.

Column Capital Advisors held 951 shares of NatWest worth $5.54K as of Q3 2023.
Column Capital Advisors left its NatWest share count unchanged in Q3 2023.
NatWest made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #590 holding.
Column Capital Advisors first reported a position in NatWest in Q1 2020 and has held it in 15 quarters since.
Column Capital Advisors's NatWest position peaked at $8K in Q4 2021.
176 funds tracked by Wall St. Rank held NatWest as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.