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Professional Financial Advisors’s NatWest NWG Stock Holding History

Professional Financial 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
Q3 		– Sell
-1
Closed – – 500
2022
Q2 		$0 Hold
1
– – ﹤0.01% 492
2022
Q1 		$0 Hold
1
– – ﹤0.01% 500
2021
Q4 		$0 Hold
1
– – ﹤0.01% 476
2021
Q3 		$0 Hold
1
– – ﹤0.01% 426
2021
Q2 		$0 Hold
1
– – ﹤0.01% 416
2021
Q1 		$0 Hold
1
– – ﹤0.01% 392
2020
Q4 		$0 Hold
1
– – ﹤0.01% 375
2020
Q3 		$0 Buy
+1
New +$3 ﹤0.01% 349

Other funds holding NWG

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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Professional Financial Advisors's NWG Position: Q3 2022 in Review

Professional Financial Advisors sold out of NatWest (NWG) in Q3 2022, closing a stake of 1 share.

Professional Financial Advisors first reported a position in NWG in Q3 2020 and held it in 8 quarters. The position peaked at $0 in Q2 2022. 148 funds tracked by Wall St. Rank hold NWG as of Q3 2022.

  • Professional Financial Advisors reported no remaining NatWest position as of Q3 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1 NatWest share in Q3 2022.
  • Professional Financial Advisors first reported a position in NatWest in Q3 2020 and held it in 8 quarters.
  • Professional Financial Advisors's NatWest position peaked at $0 in Q2 2022.
  • 148 funds tracked by Wall St. Rank held NatWest as of Q3 2022.

Based on Professional Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.