RJFSA
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Raymond James Financial Services Advisors’s NatWest NWG Stock Holding History

Raymond James Financial Services 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
2023
Q4 		– Sell
-11,127
Closed -$64.9K – 3385
2023
Q3 		$64.9K Buy
11,127
+1,062
+11% +$6.42K ﹤0.01% 3131
2023
Q2 		$61.6K Sell
10,065
-653
-6% -$4.29K ﹤0.01% 3115
2023
Q1 		$70.7K Sell
10,718
-909
-8% -$6.42K ﹤0.01% 3096
2022
Q4 		$75.1K Sell
11,627
-203
-2% -$1.19K ﹤0.01% 3042
2022
Q3 		$59K Buy
+11,830
New +$72.8K ﹤0.01% 3067
2019
Q4 		– Sell
-15,891
Closed -$87K – 2916
2019
Q3 		$87K Sell
15,891
-6,918
-30% -$38.4K ﹤0.01% 2655
2019
Q2 		$140K Buy
22,809
+1,449
+7% +$9.49K ﹤0.01% 2620
2019
Q1 		$150K Buy
+21,360
New +$150K ﹤0.01% 2570
2018
Q4 		– Sell
-19,337
Closed -$136K – 2746
2018
Q3 		$136K Sell
19,337
-34,143
-64% -$241K ﹤0.01% 2617
2018
Q2 		$392K Buy
53,480
+2,285
+4% +$18.4K ﹤0.01% 2049
2018
Q1 		$408K Buy
51,195
+19,903
+64% +$167K ﹤0.01% 1839
2017
Q4 		$257K Buy
31,292
+10,950
+54% +$87.5K ﹤0.01% 2103
2017
Q3 		$159K Buy
20,342
+3,707
+22% +$26.9K ﹤0.01% 2330
2017
Q2 		$117K Buy
+16,635
New +$116K ﹤0.01% 2325
2016
Q4 		– Sell
-9,495
Closed -$48K – 2408
2016
Q3 		$48K Sell
9,495
-2,876
-23% -$15.3K ﹤0.01% 2208
2016
Q2 		$63K Buy
+12,371
New +$86.7K ﹤0.01% 2157

Other funds holding NWG

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Raymond James Financial Services Advisors's NWG Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of NatWest (NWG) in Q4 2023, closing a stake of 11,127 shares — an estimated $64.9K sold.

Raymond James Financial Services Advisors first reported a position in NWG in Q2 2016 and held it in 16 quarters. The position peaked at $408K in Q1 2018. 189 funds tracked by Wall St. Rank hold NWG as of Q4 2023.

  • Raymond James Financial Services Advisors reported no remaining NatWest position as of Q4 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 11,127 NatWest shares in Q4 2023, an estimated $64.9K.
  • Raymond James Financial Services Advisors first reported a position in NatWest in Q2 2016 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's NatWest position peaked at $408K in Q1 2018.
  • 189 funds tracked by Wall St. Rank held NatWest as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.