Dynamic Technology Lab’s NatWest NWG Stock Holding History

Dynamic Technology Lab’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 Q4	–	Sell	-26,530	Closed	-$375K	–	984
2025 Q3	$375K	Sell	26,530 -2,994	-10%	-$42.2K	0.06%	492
2025 Q2	$418K	Buy	+29,524	New	+$390K	0.06%	575
2020 Q2	–	Sell	-40,726	Closed	-$119K	–	1229
2020 Q1	$119K	Buy	+40,726	New	+$214K	0.02%	876
2017 Q4	–	Sell	-36,407	Closed	-$285K	–	1231
2017 Q3	$285K	Buy	+36,407	New	+$264K	0.05%	758
2017 Q1	–	Sell	-21,198	Closed	-$126K	–	1171
2016 Q4	$126K	Buy	+21,198	New	+$114K	0.03%	787
2016 Q3	–	Sell	-43,669	Closed	-$221K	–	1068
2016 Q2	$221K	Buy	+43,669	New	+$306K	0.06%	663
2015 Q2	–	Sell	-20,973	Closed	-$228K	–	882
2015 Q1	$228K	Buy	20,973 +8,197	+64%	+$99.3K	0.1%	486
2014 Q4	$168K	Sell	12,776 -74	-0.6%	-$947	0.09%	509
2014 Q3	$165K	Buy	+12,850	New	+$160K	0.08%	530

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

Fidelity Investments

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

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 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

Dimensional Fund Advisors

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

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