Simplex Trading
NWG icon

Simplex Trading’s NatWest NWG Stock Holding History

Simplex Trading’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
2026
Q1 		$96.8K Buy
6,500
+2,200
+51% +$36.6K ﹤0.01% 5127
2025
Q4 		$75.3K Sell
4,300
-36,000
-89% -$571K ﹤0.01% 5274
2025
Q3 		$570K Buy
40,300
+3,600
+10% +$50.8K ﹤0.01% 3663
2025
Q2 		$519K Buy
36,700
+19,700
+116% +$260K ﹤0.01% 3471
2025
Q1 		$202K Buy
17,000
+10,000
+143% +$112K ﹤0.01% 4315
2024
Q4 		$71K Sell
7,000
-8,000
-53% -$79.2K ﹤0.01% 5508
2024
Q3 		$140K Sell
15,000
-12,500
-45% -$111K ﹤0.01% 4885
2024
Q2 		$220K Buy
+27,500
New +$213K ﹤0.01% 4573
2024
Q1 		– Sell
-7,500
Closed -$42K – 9550
2023
Q4 		$42K Buy
7,500
+4,400
+142% +$23.4K ﹤0.01% 6257
2023
Q3 		$18K Sell
3,100
-700
-18% -$4.23K ﹤0.01% 6713
2023
Q2 		$23K Buy
3,800
+1,500
+65% +$9.85K ﹤0.01% 6638
2023
Q1 		$15K Buy
2,300
+900
+64% +$6.35K ﹤0.01% 7198
2022
Q4 		$9K Buy
1,400
+700
+100% +$4.1K ﹤0.01% 7643
2022
Q3 		$3K Sell
700
-13,043
-95% -$80.3K ﹤0.01% 9124
2022
Q2 		$80K Sell
13,743
-18,107
-57% -$109K ﹤0.01% 5872
2022
Q1 		$194K Sell
31,850
-94,064
-75% -$635K ﹤0.01% 5197
2021
Q4 		$828K Sell
125,914
-42,807
-25% -$278K ﹤0.01% 3124
2021
Q3 		$1.04M Buy
168,721
+185
+0.1% +$1.15K ﹤0.01% 3004
2021
Q2 		$1.02M Buy
168,536
+167,029
+11,084% +$1.01M ﹤0.01% 3084
2021
Q1 		$871K Buy
1,507
+1,280
+564% +$6.62K ﹤0.01% 2576
2020
Q4 		$110K Buy
227
+24
+12% +$96 ﹤0.01% 5359
2020
Q3 		$58K Buy
+203
New +$629 ﹤0.01% 5466

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplex Trading's NWG Position: Q4 2024 in Review

Simplex Trading sold out of NatWest (NWG) in Q4 2024, closing a stake of 17,242 shares — an estimated $171K sold.

Simplex Trading first reported a position in NWG in Q1 2015 and held it in 21 quarters. The position peaked at $545K in Q2 2019. 293 funds tracked by Wall St. Rank hold NWG as of Q4 2024.

  • Simplex Trading reported no remaining NatWest position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 17,242 NatWest shares in Q4 2024, an estimated $171K.
  • Simplex Trading first reported a position in NatWest in Q1 2015 and held it in 21 quarters.
  • Simplex Trading's NatWest position peaked at $545K in Q2 2019.
  • 293 funds tracked by Wall St. Rank held NatWest as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.