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Pacific Capital Wealth Advisors’s NatWest NWG Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-311
Closed -$2.12K – 634
2024
Q1 		$2.12K Buy
+311
New +$1.84K ﹤0.01% 432

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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's NWG Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of NatWest (NWG) in Q2 2024, closing a stake of 311 shares — an estimated $2.12K sold.

Pacific Capital Wealth Advisors first reported a position in NWG in Q1 2024 and held it in 1 quarter. The position peaked at $2.12K in Q1 2024. 250 funds tracked by Wall St. Rank hold NWG as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining NatWest position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 311 NatWest shares in Q2 2024, an estimated $2.12K.
  • Pacific Capital Wealth Advisors first reported a position in NatWest in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's NatWest position peaked at $2.12K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held NatWest as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.