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Householder Group Estate & Retirement Specialist’s NatWest NWG Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-120
Closed -$816 – 1298
2024
Q1 		$816 Hold
120
– – ﹤0.01% 1128
2023
Q4 		$0 Hold
120
– – ﹤0.01% 1271
2023
Q3 		$700 Buy
+120
New +$725 ﹤0.01% 1171
2023
Q1 		$1K Buy
+120
New +$847 ﹤0.01% 1168

Other funds holding NWG

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
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NWG Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of NatWest (NWG) in Q2 2024, closing a stake of 120 shares — an estimated $816 sold.

Householder Group Estate & Retirement Specialist first reported a position in NWG in Q1 2023 and held it in 4 quarters. The position peaked at $1K in Q1 2023. 251 funds tracked by Wall St. Rank hold NWG as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining NatWest position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 120 NatWest shares in Q2 2024, an estimated $816.
  • Householder Group Estate & Retirement Specialist first reported a position in NatWest in Q1 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's NatWest position peaked at $1K in Q1 2023.
  • 251 funds tracked by Wall St. Rank held NatWest as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.