Simplicity Wealth’s NatWest NWG Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-18,412	Closed	-$148K	–	975
2024 Q2	$148K	Buy	+18,412	New	+$143K	﹤0.01%	1142

Other funds holding NWG

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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 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

TAM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Wealth's NWG Position: Q3 2024 in Review

Simplicity Wealth sold out of NatWest (NWG) in Q3 2024, closing a stake of 18,412 shares — an estimated $148K sold.

Simplicity Wealth first reported a position in NWG in Q2 2024 and held it in 1 quarter. The position peaked at $148K in Q2 2024. 276 funds tracked by Wall St. Rank hold NWG as of Q3 2024.

Simplicity Wealth reported no remaining NatWest position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 18,412 NatWest shares in Q3 2024, an estimated $148K.
Simplicity Wealth first reported a position in NatWest in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's NatWest position peaked at $148K in Q2 2024.
276 funds tracked by Wall St. Rank held NatWest as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.