Mutual Advisors’s NatWest NWG Stock Holding History

Mutual 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
2022 Q4	–	Sell	-10,536	Closed	-$53K	–	954
2022 Q3	$53K	Buy	+10,536	New	+$64.9K	﹤0.01%	860

Other funds holding NWG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mutual Advisors's NWG Position: Q4 2022 in Review

Mutual Advisors sold out of NatWest (NWG) in Q4 2022, closing a stake of 10,536 shares — an estimated $53K sold.

Mutual Advisors first reported a position in NWG in Q3 2022 and held it in 1 quarter. The position peaked at $53K in Q3 2022. 162 funds tracked by Wall St. Rank hold NWG as of Q4 2022.

Mutual Advisors reported no remaining NatWest position as of Q4 2022 after selling out during the quarter.
Mutual Advisors sold 10,536 NatWest shares in Q4 2022, an estimated $53K.
Mutual Advisors first reported a position in NatWest in Q3 2022 and held it in 1 quarter.
Mutual Advisors's NatWest position peaked at $53K in Q3 2022.
162 funds tracked by Wall St. Rank held NatWest as of Q4 2022.

Based on Mutual Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.