FinTrust Capital Advisors’s NatWest NWG Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$19K	Hold	2,035	–	–	﹤0.01%	824
2024 Q2	$16.3K	Buy	2,035 +588	+41%	+$4.56K	﹤0.01%	811
2024 Q1	$9.84K	Hold	1,447	–	–	﹤0.01%	860
2023 Q4	$8.15K	Hold	1,447	–	–	﹤0.01%	867
2023 Q3	$8.44K	Buy	1,447 +811	+128%	+$4.9K	﹤0.01%	811
2023 Q2	$4.11K	Hold	636	–	–	﹤0.01%	896
2023 Q1	$4.11K	Hold	636	–	–	﹤0.01%	891
2022 Q4	$4.11K	Buy	636 +330	+108%	+$1.93K	﹤0.01%	888
2022 Q3	$2K	Hold	306	–	–	﹤0.01%	1131
2022 Q2	$2K	Buy	+306	New	+$1.83K	﹤0.01%	1137
2019 Q2	–	Sell	-409	Closed	-$3K	–	1187
2019 Q1	$3K	Sell	409 -157	-28%	-$1.1K	﹤0.01%	1047
2018 Q4	$3K	Buy	+566	New	+$3.62K	﹤0.01%	1055

Other funds holding NWG

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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FinTrust Capital Advisors's NWG Position: Q3 2024 in Review

FinTrust Capital Advisors held its NatWest (NWG) position steady in Q3 2024 at 2,035 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

FinTrust Capital Advisors first reported a position in NWG in Q4 2018 and has held it in 12 quarters since. 276 funds tracked by Wall St. Rank hold NWG as of Q3 2024.

FinTrust Capital Advisors held 2,035 shares of NatWest worth $19K as of Q3 2024.
FinTrust Capital Advisors left its NatWest share count unchanged in Q3 2024.
NatWest made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #824 holding.
FinTrust Capital Advisors first reported a position in NatWest in Q4 2018 and has held it in 12 quarters since.
276 funds tracked by Wall St. Rank held NatWest as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.