TFO Wealth Partners’s NatWest NWG Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-228	Closed	-$1K	–	378
2022 Q2	$1K	Buy	+228	New	+$1.37K	﹤0.01%	446

Other funds holding NWG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's NWG Position: Q3 2022 in Review

TFO Wealth Partners sold out of NatWest (NWG) in Q3 2022, closing a stake of 228 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in NWG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 148 funds tracked by Wall St. Rank hold NWG as of Q3 2022.

TFO Wealth Partners reported no remaining NatWest position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 228 NatWest shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in NatWest in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's NatWest position peaked at $1K in Q2 2022.
148 funds tracked by Wall St. Rank held NatWest as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.