Freestone Capital Holdings’s NatWest NWG Stock Holding History

Freestone Capital Holdings’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
2022 Q2	–	Sell	-53,455	Closed	-$327K	–	542
2022 Q1	$327K	Buy	+53,455	New	+$361K	0.01%	451

Other funds holding NWG

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Freestone Capital Holdings's NWG Position: Q2 2022 in Review

Freestone Capital Holdings sold out of NatWest (NWG) in Q2 2022, closing a stake of 53,455 shares — an estimated $327K sold.

Freestone Capital Holdings first reported a position in NWG in Q1 2022 and held it in 1 quarter. The position peaked at $327K in Q1 2022. 154 funds tracked by Wall St. Rank hold NWG as of Q2 2022.

Freestone Capital Holdings reported no remaining NatWest position as of Q2 2022 after selling out during the quarter.
Freestone Capital Holdings sold 53,455 NatWest shares in Q2 2022, an estimated $327K.
Freestone Capital Holdings first reported a position in NatWest in Q1 2022 and held it in 1 quarter.
Freestone Capital Holdings's NatWest position peaked at $327K in Q1 2022.
154 funds tracked by Wall St. Rank held NatWest as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.