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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Dimensional Fund Advisors

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

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

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

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Bank of America

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

Fidelity Investments

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

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

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return