Patriot Financial Group Insurance Agency’s NatWest NWG Stock Holding History

Patriot Financial Group Insurance Agency’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	-371	Closed	-$2K	–	1427
2022 Q2	$2K	Hold	371	–	–	﹤0.01%	1788
2022 Q1	$2K	Hold	371	–	–	﹤0.01%	1866
2021 Q4	$2K	Hold	371	–	–	﹤0.01%	1955
2021 Q3	$2K	Hold	371	–	–	﹤0.01%	1955
2021 Q2	$2K	Hold	371	–	–	﹤0.01%	1893
2021 Q1	$2K	Hold	371	–	–	﹤0.01%	1797
2020 Q4	$2K	Buy	+371	New	+$1.48K	﹤0.01%	1653
2020 Q3	–	Sell	-1,491	Closed	-$5K	–	1790
2020 Q2	$5K	Buy	1,491 +501	+51%	+$1.56K	﹤0.01%	1186
2020 Q1	$3K	Buy	+990	New	+$5.21K	﹤0.01%	1228

Other funds holding NWG

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

Patriot Financial Group Insurance Agency's NWG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of NatWest (NWG) in Q3 2022, closing a stake of 371 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in NWG in Q1 2020 and held it in 9 quarters. The position peaked at $5K in Q2 2020. 149 funds tracked by Wall St. Rank hold NWG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining NatWest position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 371 NatWest shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in NatWest in Q1 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's NatWest position peaked at $5K in Q2 2020.
149 funds tracked by Wall St. Rank held NatWest as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.