Spire Wealth Management’s NatWest NWG Stock Holding History

Spire Wealth 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
2026 Q2	$70.5K	Sell	4,000 -1,500	-27%	-$24.1K	﹤0.01%	1074
2026 Q1	$82K	Sell	5,500 -45,817	-89%	-$761K	﹤0.01%	1030
2025 Q4	$898K	Sell	51,317 -4,137	-7%	-$65.6K	0.03%	412
2025 Q3	$785K	Sell	55,454 -520	-0.9%	-$7.34K	0.03%	422
2025 Q2	$792K	Buy	55,974 +55,278	+7,942%	+$731K	0.03%	403
2025 Q1	$8.3K	Sell	696 -995	-59%	-$11.2K	﹤0.01%	1893
2024 Q4	$17.2K	Buy	+1,691	New	+$16.7K	﹤0.01%	1667
2022 Q3	–	Sell	-3,553	Closed	-$21K	–	2476
2022 Q2	$21K	Sell	3,553 -439	-11%	-$2.63K	﹤0.01%	1650
2022 Q1	$24K	Buy	3,992 +3,648	+1,060%	+$24.6K	﹤0.01%	1740
2021 Q4	$2K	Buy	344 +47	+16%	+$305	﹤0.01%	2793
2021 Q3	$2K	Hold	297	–	–	﹤0.01%	2473
2021 Q2	$2K	Hold	297	–	–	﹤0.01%	2490
2021 Q1	$2K	Buy	+297	New	+$1.53K	﹤0.01%	2870

Other funds holding NWG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return