Sachetta’s NatWest NWG Stock Holding History

Sachetta’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 Q1	–	Sell	-11	Closed	-$111	–	1183
2024 Q4	$111	Buy	+11	New	+$109	﹤0.01%	1149

Other funds holding NWG

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

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

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

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

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

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

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

Sachetta's NWG Position: Q1 2025 in Review

Sachetta sold out of NatWest (NWG) in Q1 2025, closing a stake of 11 shares — an estimated $111 sold.

Sachetta first reported a position in NWG in Q4 2024 and held it in 1 quarter. The position peaked at $111 in Q4 2024. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

Sachetta reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
Sachetta sold 11 NatWest shares in Q1 2025, an estimated $111.
Sachetta first reported a position in NatWest in Q4 2024 and held it in 1 quarter.
Sachetta's NatWest position peaked at $111 in Q4 2024.
325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Sachetta's 13F filing for Q1 2025, filed 2 May 2025.