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Sonora Investment Management’s NatWest NWG Stock Holding History

Sonora Investment Management’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
2020
Q4 		– Sell
-1,664
Closed -$5K – 1750
2020
Q3 		$5K Hold
1,664
– – ﹤0.01% 1473
2020
Q2 		$5K Buy
+1,664
New +$5.17K ﹤0.01% 1364

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Sonora Investment Management's NWG Position: Q4 2020 in Review

Sonora Investment Management sold out of NatWest (NWG) in Q4 2020, closing a stake of 1,664 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in NWG in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 101 funds tracked by Wall St. Rank hold NWG as of Q4 2020.

  • Sonora Investment Management reported no remaining NatWest position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 1,664 NatWest shares in Q4 2020, an estimated $5K.
  • Sonora Investment Management first reported a position in NatWest in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's NatWest position peaked at $5K in Q3 2020.
  • 101 funds tracked by Wall St. Rank held NatWest as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.