Financial Perspectives’s NatWest NWG Stock Holding History

Financial Perspectives’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
2020 Q4	–	Sell	-929	Closed	-$2.69K	–	602
2020 Q3	$2.69K	Hold	929	–	–	﹤0.01%	474
2020 Q2	$3.05K	Hold	929	–	–	﹤0.01%	456
2020 Q1	$2.72K	Buy	+929	New	+$4.89K	﹤0.01%	436

Other funds holding NWG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Financial Perspectives's NWG Position: Q4 2020 in Review

Financial Perspectives sold out of NatWest (NWG) in Q4 2020, closing a stake of 929 shares — an estimated $2.69K sold.

Financial Perspectives first reported a position in NWG in Q1 2020 and held it in 3 quarters. The position peaked at $3.05K in Q2 2020. 101 funds tracked by Wall St. Rank hold NWG as of Q4 2020.

Financial Perspectives reported no remaining NatWest position as of Q4 2020 after selling out during the quarter.
Financial Perspectives sold 929 NatWest shares in Q4 2020, an estimated $2.69K.
Financial Perspectives first reported a position in NatWest in Q1 2020 and held it in 3 quarters.
Financial Perspectives's NatWest position peaked at $3.05K in Q2 2020.
101 funds tracked by Wall St. Rank held NatWest as of Q4 2020.

Based on Financial Perspectives's 13F filing for Q4 2020, filed 10 Jan 2024.