VFA
NWG icon

Valeo Financial Advisors’s NatWest NWG Stock Holding History

Valeo Financial 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
2026
Q2 		$309K Buy
17,499
+6,110
+54% +$98.2K 0.01% 617
2026
Q1 		$170K Sell
11,389
-4,622
-29% -$76.8K ﹤0.01% 700
2025
Q4 		$280K Buy
16,011
+2,294
+17% +$36.4K 0.01% 650
2025
Q3 		$194K Buy
13,717
+1,538
+13% +$21.7K ﹤0.01% 764
2025
Q2 		$172K Buy
12,179
+812
+7% +$10.7K ﹤0.01% 724
2025
Q1 		$135K Buy
11,367
+390
+4% +$4.37K ﹤0.01% 655
2024
Q4 		$112K Buy
10,977
+160
+1% +$1.58K ﹤0.01% 693
2024
Q3 		$101K Buy
+10,817
New +$96.2K ﹤0.01% 674
2024
Q1 		– Sell
-10,807
Closed -$60.8K – 697
2023
Q4 		$60.8K Sell
10,807
-893
-8% -$4.74K ﹤0.01% 620
2023
Q3 		$68.2K Buy
+11,700
New +$70.7K ﹤0.01% 598
2023
Q2 		– Sell
-11,180
Closed -$73.8K – 657
2023
Q1 		$73.8K Buy
+11,180
New +$78.9K ﹤0.01% 582
2018
Q4 		– Sell
-220
Closed -$1K – 1649
2018
Q3 		$1K Hold
220
– – ﹤0.01% 1652
2018
Q2 		$1K Hold
220
– – ﹤0.01% 1491
2018
Q1 		$2K Buy
+220
New +$1.85K ﹤0.01% 1341

Other funds holding NWG

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return