D'Orazio & Associates’s NatWest NWG Stock Holding History

D'Orazio & Associates’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
2026 Q1	$587K	Sell	39,400 -24	-0.1%	-$399	0.08%	104
2025 Q4	$690K	Sell	39,424 -3,161	-7%	-$50.1K	0.09%	84
2025 Q3	$603K	Sell	42,585 -426	-1%	-$6.01K	0.08%	93
2025 Q2	$609K	Buy	43,011 +253	+0.6%	+$3.34K	0.09%	89
2025 Q1	$510K	Sell	42,758 -189	-0.4%	-$2.12K	0.08%	93
2024 Q4	$437K	Buy	42,947 +2,631	+7%	+$26K	0.06%	101
2024 Q3	$377K	Buy	40,316 +10,004	+33%	+$89K	0.05%	116
2024 Q2	$243K	Buy	30,312 +12,857	+74%	+$99.8K	0.04%	164
2024 Q1	$119K	Buy	17,455 +4,610	+36%	+$27.4K	0.02%	188
2023 Q4	$72.3K	Buy	12,845 +2,513	+24%	+$13.3K	0.01%	179
2023 Q3	$60.2K	Buy	+10,332	New	+$62.4K	0.01%	151
2023 Q2	–	Sell	-19,545	Closed	-$129K	–	162
2023 Q1	$129K	Sell	19,545 -1,259	-6%	-$8.89K	0.03%	133
2022 Q4	$134K	Sell	20,804 -11,162	-35%	-$65.4K	0.03%	138
2022 Q3	$160K	Buy	31,966 +7,869	+33%	+$48.4K	0.05%	123
2022 Q2	$141K	Buy	+24,097	New	+$144K	0.04%	111
2021 Q4	–	Sell	-343	Closed	-$2K	–	505
2021 Q3	$2K	Buy	+343	New	+$2.13K	﹤0.01%	696

Other funds holding NWG

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

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

Natixis Advisors

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $761B 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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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