PWMG
NWG icon

Prestige Wealth Management Group’s NatWest NWG Stock Holding History

Prestige Wealth Management 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
2023
Q1 		– Sell
-505
Closed -$3.26K – 1130
2022
Q4 		$3.26K Buy
+505
New +$2.96K ﹤0.01% 725

Other funds holding NWG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prestige Wealth Management Group's NWG Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of NatWest (NWG) in Q1 2023, closing a stake of 505 shares — an estimated $3.26K sold.

Prestige Wealth Management Group first reported a position in NWG in Q4 2022 and held it in 1 quarter. The position peaked at $3.26K in Q4 2022. 170 funds tracked by Wall St. Rank hold NWG as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining NatWest position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 505 NatWest shares in Q1 2023, an estimated $3.26K.
  • Prestige Wealth Management Group first reported a position in NatWest in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's NatWest position peaked at $3.26K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held NatWest as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.