LSAG
NWG icon

Lake Street Advisors Group’s NatWest NWG Stock Holding History

Lake Street Advisors 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
2024
Q4 		$322K Buy
31,617
+332
+1% +$3.29K 0.01% 426
2024
Q3 		$293K Buy
31,285
+134
+0.4% +$1.19K 0.01% 461
2024
Q2 		$250K Sell
31,151
-266
-0.8% -$2.06K 0.01% 487
2024
Q1 		$223K Sell
31,417
-76
-0.2% -$451 0.01% 535
2023
Q4 		$177K Sell
31,493
-11,345
-26% -$60.2K 0.01% 549
2023
Q3 		$250K Buy
42,838
+4,289
+11% +$25.9K 0.01% 236
2023
Q2 		$236K Sell
38,549
-34
-0.1% -$223 0.01% 233
2023
Q1 		$255K Sell
38,583
-1,114
-3% -$7.86K 0.02% 223
2022
Q4 		$256K Buy
39,697
+7,671
+24% +$44.9K 0.02% 215
2022
Q3 		$160K Sell
32,026
-2,505
-7% -$15.4K 0.01% 227
2022
Q2 		$203K Buy
34,531
+1,798
+5% +$10.8K 0.01% 195
2022
Q1 		$200K Sell
32,733
-11
-0% -$74 0.01% 197
2021
Q4 		$216K Sell
32,744
-100
-0.3% -$649 0.01% 191
2021
Q3 		$215K Buy
32,844
+917
+3% +$5.71K 0.02% 150
2021
Q2 		$210K Hold
31,927
– – 0.02% 302
2021
Q1 		$185K Buy
31,927
+303
+1% +$1.57K 0.02% 314
2020
Q4 		$154K Buy
31,624
+774
+3% +$3.09K 0.01% 302
2020
Q3 		$89K Sell
30,850
-21,897
-42% -$67.8K 0.01% 282
2020
Q2 		$173K Buy
+52,747
New +$164K 0.02% 263
2020
Q1 		– Sell
-14,458
Closed -$100K – 272
2019
Q4 		$100K Buy
14,458
+46
+0.3% +$288 0.01% 249
2019
Q3 		$79K Buy
+14,412
New +$80K 0.01% 226
2018
Q4 		– Sell
-9,815
Closed -$69K – 215
2018
Q3 		$69K Sell
9,815
-2,398
-20% -$17K 0.01% 214
2018
Q2 		$89K Buy
12,213
+1,472
+14% +$11.8K 0.01% 330
2018
Q1 		$86K Sell
10,741
-248
-2% -$2.09K 0.01% 314
2017
Q4 		$90K Buy
+10,989
New +$87.8K 0.01% 323

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's NWG Position: Q4 2024 in Review

Lake Street Advisors Group increased its NatWest (NWG) stake by 1.1% in Q4 2024, buying an estimated $3.29K and bringing the position to 31,617 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #426.

Lake Street Advisors Group first reported a position in NWG in Q4 2017 and has held it in 25 quarters since. 294 funds tracked by Wall St. Rank hold NWG as of Q4 2024.

  • Lake Street Advisors Group held 31,617 shares of NatWest worth $322K as of Q4 2024.
  • Lake Street Advisors Group bought 332 NatWest shares in Q4 2024, an estimated $3.29K.
  • NatWest made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #426 holding.
  • Lake Street Advisors Group first reported a position in NatWest in Q4 2017 and has held it in 25 quarters since.
  • 294 funds tracked by Wall St. Rank held NatWest as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.