JWA
NWG icon

JFS Wealth Advisors’s NatWest NWG Stock Holding History

JFS Wealth 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
2026
Q2 		$26.1K Hold
1,478
– – ﹤0.01% 701
2026
Q1 		$22K Hold
1,478
– – ﹤0.01% 709
2025
Q4 		$25.9K Hold
1,478
– – ﹤0.01% 682
2025
Q3 		$20.9K Hold
1,478
– – ﹤0.01% 688
2025
Q2 		$20.9K Hold
1,478
– – ﹤0.01% 649
2025
Q1 		$17.6K Buy
1,478
+135
+10% +$1.51K ﹤0.01% 695
2024
Q4 		$13.7K Buy
1,343
+62
+5% +$614 ﹤0.01% 762
2024
Q3 		$12K Buy
1,281
+511
+66% +$4.55K ﹤0.01% 795
2024
Q2 		$6.18K Hold
770
– – ﹤0.01% 978
2024
Q1 		$5.24K Buy
770
+173
+29% +$1.03K ﹤0.01% 1081
2023
Q4 		$3.36K Sell
597
-221
-27% -$1.17K ﹤0.01% 1218
2023
Q3 		$4.77K Hold
818
– – ﹤0.01% 1008
2023
Q2 		$5.01K Sell
818
-74
-8% -$486 ﹤0.01% 1000
2023
Q1 		$5.89K Hold
892
– – ﹤0.01% 920
2022
Q4 		$5.76K Sell
892
-795
-47% -$4.66K ﹤0.01% 932
2022
Q3 		$8K Sell
1,687
-2,103
-55% -$12.9K ﹤0.01% 816
2022
Q2 		$22K Buy
3,790
+123
+3% +$737 ﹤0.01% 573
2022
Q1 		$22K Buy
+3,667
New +$24.7K ﹤0.01% 579

Other funds holding NWG

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return