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Kapitalo Investimentos’s NatWest NWG Stock Holding History

Kapitalo Investimentos’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
2023
Q2 		– Sell
-23,214
Closed -$153K – 636
2023
Q1 		$153K Buy
+23,214
New +$164K 0.05% 212

Other funds holding NWG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kapitalo Investimentos's NWG Position: Q2 2023 in Review

Kapitalo Investimentos sold out of NatWest (NWG) in Q2 2023, closing a stake of 23,214 shares — an estimated $153K sold.

Kapitalo Investimentos first reported a position in NWG in Q1 2023 and held it in 1 quarter. The position peaked at $153K in Q1 2023. 171 funds tracked by Wall St. Rank hold NWG as of Q2 2023.

  • Kapitalo Investimentos reported no remaining NatWest position as of Q2 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 23,214 NatWest shares in Q2 2023, an estimated $153K.
  • Kapitalo Investimentos first reported a position in NatWest in Q1 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's NatWest position peaked at $153K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held NatWest as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.