Sowell Financial Services’s NatWest NWG Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-316	Closed	-$2K	–	2000
2021 Q1	$2K	Hold	316	–	–	﹤0.01%	2836
2020 Q4	$2K	Hold	316	–	–	﹤0.01%	2487
2020 Q3	$1K	Hold	316	–	–	﹤0.01%	2406
2020 Q2	$1K	Hold	316	–	–	﹤0.01%	2345
2020 Q1	$1K	Buy	316 +237	+300%	+$1.25K	﹤0.01%	2295
2019 Q4	$1K	Buy	+79	New	+$495	﹤0.01%	2392

Other funds holding NWG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sowell Financial Services's NWG Position: Q2 2021 in Review

Sowell Financial Services sold out of NatWest (NWG) in Q2 2021, closing a stake of 316 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in NWG in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q1 2021. 106 funds tracked by Wall St. Rank hold NWG as of Q2 2021.

Sowell Financial Services reported no remaining NatWest position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 316 NatWest shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in NatWest in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's NatWest position peaked at $2K in Q1 2021.
106 funds tracked by Wall St. Rank held NatWest as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.