MAM
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Marquette Asset Management’s NatWest NWG Stock Holding History

Marquette Asset Management’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
Q3 		– Sell
-86
Closed -$1K – 343
2022
Q2 		$1K Buy
86
+17
+25% +$102 ﹤0.01% 269
2022
Q1 		$0 Buy
+69
New +$465 ﹤0.01% 379

Other funds holding NWG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Marquette Asset Management's NWG Position: Q3 2022 in Review

Marquette Asset Management sold out of NatWest (NWG) in Q3 2022, closing a stake of 86 shares — an estimated $1K sold.

Marquette Asset Management first reported a position in NWG in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 148 funds tracked by Wall St. Rank hold NWG as of Q3 2022.

  • Marquette Asset Management reported no remaining NatWest position as of Q3 2022 after selling out during the quarter.
  • Marquette Asset Management sold 86 NatWest shares in Q3 2022, an estimated $1K.
  • Marquette Asset Management first reported a position in NatWest in Q1 2022 and held it in 2 quarters.
  • Marquette Asset Management's NatWest position peaked at $1K in Q2 2022.
  • 148 funds tracked by Wall St. Rank held NatWest as of Q3 2022.

Based on Marquette Asset Management's 13F filing for Q3 2022, filed 6 Oct 2022.