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TRUE Private Wealth Advisors’s NatWest NWG Stock Holding History

TRUE Private Wealth Advisors’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
Q2 		– Sell
-10,214
Closed -$31K – 726
2020
Q1 		$31K Buy
+10,214
New +$53.7K 0.01% 339

Other funds holding NWG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

TRUE Private Wealth Advisors's NWG Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of NatWest (NWG) in Q2 2020, closing a stake of 10,214 shares — an estimated $31K sold.

TRUE Private Wealth Advisors first reported a position in NWG in Q1 2020 and held it in 1 quarter. The position peaked at $31K in Q1 2020. 110 funds tracked by Wall St. Rank hold NWG as of Q2 2020.

  • TRUE Private Wealth Advisors reported no remaining NatWest position as of Q2 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 10,214 NatWest shares in Q2 2020, an estimated $31K.
  • TRUE Private Wealth Advisors first reported a position in NatWest in Q1 2020 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's NatWest position peaked at $31K in Q1 2020.
  • 110 funds tracked by Wall St. Rank held NatWest as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.