Sage Financial Group’s NatWest NWG Stock Holding History

Sage 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
2022 Q2	–	Sell	-3,714	Closed	-$23K	–	107
2022 Q1	$23K	Hold	3,714	–	–	﹤0.01%	66
2021 Q4	$24K	Buy	3,714 +464	+14%	+$3.01K	﹤0.01%	66
2021 Q3	$21K	Hold	3,250	–	–	﹤0.01%	62
2021 Q2	$20K	Hold	3,250	–	–	﹤0.01%	61
2021 Q1	$19K	Hold	3,250	–	–	﹤0.01%	58
2020 Q4	$16K	Sell	3,250 -464	-12%	-$1.85K	﹤0.01%	60
2020 Q3	$11K	Buy	3,714 +928	+33%	+$2.88K	﹤0.01%	61
2020 Q2	$9K	Buy	+2,786	New	+$8.66K	﹤0.01%	64

Other funds holding NWG

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Sage Financial Group's NWG Position: Q2 2022 in Review

Sage Financial Group sold out of NatWest (NWG) in Q2 2022, closing a stake of 3,714 shares — an estimated $23K sold.

Sage Financial Group first reported a position in NWG in Q2 2020 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 154 funds tracked by Wall St. Rank hold NWG as of Q2 2022.

Sage Financial Group reported no remaining NatWest position as of Q2 2022 after selling out during the quarter.
Sage Financial Group sold 3,714 NatWest shares in Q2 2022, an estimated $23K.
Sage Financial Group first reported a position in NatWest in Q2 2020 and held it in 8 quarters.
Sage Financial Group's NatWest position peaked at $24K in Q4 2021.
154 funds tracked by Wall St. Rank held NatWest as of Q2 2022.

Based on Sage Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.