Investmark Advisory Group’s NatWest NWG Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-6,707	Closed	-$44K	–	280
2021 Q4	$44K	Buy	+6,707	New	+$43.6K	0.04%	169

Other funds holding NWG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

BlackRock New York $5.72T AUM 30.48% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Investmark Advisory Group's NWG Position: Q1 2022 in Review

Investmark Advisory Group sold out of NatWest (NWG) in Q1 2022, closing a stake of 6,707 shares — an estimated $44K sold.

Investmark Advisory Group first reported a position in NWG in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 144 funds tracked by Wall St. Rank hold NWG as of Q1 2022.

Investmark Advisory Group reported no remaining NatWest position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 6,707 NatWest shares in Q1 2022, an estimated $44K.
Investmark Advisory Group first reported a position in NatWest in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's NatWest position peaked at $44K in Q4 2021.
144 funds tracked by Wall St. Rank held NatWest as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.