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RFP Financial Group’s NatWest NWG Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-824
Closed -$6.62K – 564
2024
Q2 		$6.62K Buy
824
+380
+86% +$2.95K ﹤0.01% 512
2024
Q1 		$3.02K Hold
444
– – ﹤0.01% 604
2023
Q4 		$2.5K Buy
+444
New +$2.36K ﹤0.01% 653

Other funds holding NWG

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
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFP Financial Group's NWG Position: Q3 2024 in Review

RFP Financial Group sold out of NatWest (NWG) in Q3 2024, closing a stake of 824 shares — an estimated $6.62K sold.

RFP Financial Group first reported a position in NWG in Q4 2023 and held it in 3 quarters. The position peaked at $6.62K in Q2 2024. 276 funds tracked by Wall St. Rank hold NWG as of Q3 2024.

  • RFP Financial Group reported no remaining NatWest position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 824 NatWest shares in Q3 2024, an estimated $6.62K.
  • RFP Financial Group first reported a position in NatWest in Q4 2023 and held it in 3 quarters.
  • RFP Financial Group's NatWest position peaked at $6.62K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held NatWest as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.