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Schechter Investment Advisors’s NatWest NWG Stock Holding History

Schechter Investment 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
Q1 		$154K Sell
12,934
-358
-3% -$4.01K 0.01% 565
2024
Q4 		$135K Buy
13,292
+1,717
+15% +$17K 0.01% 590
2024
Q3 		$108K Buy
11,575
+870
+8% +$7.74K 0.01% 612
2024
Q2 		$86K Buy
+10,705
New +$83.1K 0.01% 585

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's NWG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its NatWest (NWG) stake by 2.7% in Q1 2025, selling an estimated $4.01K and leaving 12,934 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #565.

Schechter Investment Advisors first reported a position in NWG in Q2 2024 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • Schechter Investment Advisors held 12,934 shares of NatWest worth $154K as of Q1 2025.
  • Schechter Investment Advisors sold 358 NatWest shares in Q1 2025, an estimated $4.01K.
  • NatWest made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #565 holding.
  • Schechter Investment Advisors first reported a position in NatWest in Q2 2024 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.