Simplex Trading
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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 		$14.9K Buy
+1,000
New +$16.6K ﹤0.01% 7000
2025
Q4 		– Sell
-4,200
Closed -$59K – 9611
2025
Q3 		$59K Buy
4,200
+1,700
+68% +$24K ﹤0.01% 6289
2025
Q2 		$35K Buy
2,500
+1,000
+67% +$13.2K ﹤0.01% 6268
2025
Q1 		$17K Buy
1,500
+1,300
+650% +$14.6K ﹤0.01% 6715
2024
Q4 		$2K Sell
200
-29,100
-99% -$288K ﹤0.01% 8050
2024
Q3 		$274K Sell
29,300
-36,100
-55% -$321K ﹤0.01% 4221
2024
Q2 		$525K Buy
+65,400
New +$508K ﹤0.01% 3618
2024
Q1 		– Sell
-3,500
Closed -$19K – 9551
2023
Q4 		$19K Buy
+3,500
New +$18.6K ﹤0.01% 6967
2023
Q2 		– Sell
-34,900
Closed -$230K – 9623
2023
Q1 		$230K Sell
34,900
-3,600
-9% -$25.4K ﹤0.01% 4167
2022
Q4 		$248K Buy
38,500
+14,000
+57% +$82K ﹤0.01% 3963
2022
Q3 		$122K Sell
24,500
-18,029
-42% -$111K ﹤0.01% 5245
2022
Q2 		$249K Buy
42,529
+28,693
+207% +$172K ﹤0.01% 4341
2022
Q1 		$84K Buy
13,836
+13,465
+3,629% +$90.8K ﹤0.01% 6396
2021
Q4 		$2K Sell
371
-10,122
-96% -$65.7K ﹤0.01% 10017
2021
Q3 		$64K Hold
10,493
– – ﹤0.01% 7222
2021
Q2 		$63K Buy
10,493
+10,226
+3,830% +$61.8K ﹤0.01% 7368
2021
Q1 		$154K Buy
267
+168
+170% +$868 ﹤0.01% 5142
2020
Q4 		$48K Buy
99
+59
+148% +$236 ﹤0.01% 6223
2020
Q3 		$11K Buy
+40
New +$124 ﹤0.01% 6751

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.