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Coppell Advisory Solutions’s NatWest NWG Stock Holding History

Coppell Advisory Solutions’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
-400
Closed -$4.07K – 1351
2024
Q4 		$4.07K Hold
400
– – ﹤0.01% 1375
2024
Q3 		$3.74K Hold
400
– – ﹤0.01% 1322
2024
Q2 		$3.21K Buy
+400
New +$3.1K ﹤0.01% 1291
2023
Q4 		$2.25K Buy
+400
New +$2.12K ﹤0.01% 1269
2023
Q3 		– Sell
-400
Closed -$2.44K – 1439
2023
Q2 		$2.44K Buy
+400
New +$2.63K ﹤0.01% 986

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's NWG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of NatWest (NWG) in Q1 2025, closing a stake of 400 shares — an estimated $4.07K sold.

Coppell Advisory Solutions first reported a position in NWG in Q2 2023 and held it in 5 quarters. The position peaked at $4.07K in Q4 2024. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 400 NatWest shares in Q1 2025, an estimated $4.07K.
  • Coppell Advisory Solutions first reported a position in NatWest in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's NatWest position peaked at $4.07K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.