Concourse Financial Group Securities’s NatWest NWG Stock Holding History

Concourse Financial Group Securities’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	-413	Closed	-$4.28K	–	1403
2024 Q4	$4.28K	Sell	413 -112	-21%	-$1.11K	﹤0.01%	1912
2024 Q3	$4.91K	Sell	525 -215	-29%	-$1.91K	﹤0.01%	1865
2024 Q2	$5.94K	Sell	740 -9	-1%	-$70	﹤0.01%	1828
2024 Q1	$5.31K	Buy	749 +462	+161%	+$2.74K	﹤0.01%	1868
2023 Q4	$1.65K	Buy	287 +227	+378%	+$1.21K	﹤0.01%	2047
2023 Q3	$349	Buy	+60	New	+$363	﹤0.01%	2217
2019 Q2	–	Sell	-1,114	Closed	-$7.29K	–	2348
2019 Q1	$8K	Hold	1,114	–	–	﹤0.01%	1596
2018 Q4	$6K	Buy	+1,114	New	+$7.13K	﹤0.01%	1598

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

Concourse Financial Group Securities's NWG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of NatWest (NWG) in Q1 2025, closing a stake of 413 shares — an estimated $4.28K sold.

Concourse Financial Group Securities first reported a position in NWG in Q4 2018 and held it in 8 quarters. The position peaked at $8K in Q1 2019. 326 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

Concourse Financial Group Securities reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 413 NatWest shares in Q1 2025, an estimated $4.28K.
Concourse Financial Group Securities first reported a position in NatWest in Q4 2018 and held it in 8 quarters.
Concourse Financial Group Securities's NatWest position peaked at $8K in Q1 2019.
326 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.