Redmont Wealth Advisors’s NatWest NWG Stock Holding History

Redmont Wealth 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
2025 Q4	$11.3K	Hold	648	–	–	0.02%	172
2025 Q3	$9.17K	Hold	648	–	–	0.01%	196
2025 Q2	$9.17K	Buy	+648	New	+$8.57K	0.01%	186
2024 Q4	–	Sell	-648	Closed	-$6.07K	–	227
2024 Q3	$6.07K	Hold	648	–	–	0.01%	228
2024 Q2	$5.2K	Hold	648	–	–	0.01%	247
2024 Q1	$4.41K	Buy	+648	New	+$3.84K	0.01%	269

Other funds holding NWG

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors

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

Fidelity Investments

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

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

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

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