Private Capital Group’s NatWest NWG Stock Holding History

Private Capital 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
2022 Q2	$1K	Buy	+229	New	+$1.37K	﹤0.01%	1745
2021 Q1	–	Sell	-95	Closed	-$1K	–	2134
2020 Q4	$1K	Sell	95 -55	-37%	-$220	﹤0.01%	1930
2020 Q3	$0	Sell	150 -2,895	-95%	-$8.97K	﹤0.01%	2073
2020 Q2	$10K	Sell	3,045 -285	-9%	-$886	﹤0.01%	1350
2020 Q1	$10K	Buy	3,330 +962	+41%	+$5.06K	﹤0.01%	1277
2019 Q4	$16K	Sell	2,368 -593	-20%	-$3.71K	﹤0.01%	1186
2019 Q3	$16K	Buy	2,961 +1,886	+175%	+$10.5K	﹤0.01%	1288
2019 Q2	$8K	Sell	1,075 -2,169	-67%	-$14.2K	﹤0.01%	1482
2019 Q1	$24K	Buy	3,244 +2,155	+198%	+$15.1K	﹤0.01%	1112
2018 Q4	$7K	Sell	1,089 -300	-22%	-$1.92K	﹤0.01%	1526
2018 Q3	$9K	Buy	1,389 +314	+29%	+$2.22K	﹤0.01%	1503
2018 Q2	$7K	Buy	1,075 +394	+58%	+$3.17K	﹤0.01%	1554
2018 Q1	$5K	Buy	+681	New	+$5.73K	﹤0.01%	1604

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

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

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

Natixis Advisors

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return