Wealthspire Advisors (New York)’s NatWest NWG Stock Holding History

Wealthspire Advisors (New York)’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	-9,863	Closed	-$29K	–	450
2020 Q1	$29K	Buy	+9,863	New	+$51.9K	﹤0.01%	551
2019 Q1	–	Sell	-928	Closed	-$6K	–	564
2018 Q4	$6K	Buy	+928	New	+$5.94K	﹤0.01%	616

Other funds holding NWG

PPA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s NWG Position: Q2 2020 in Review

Wealthspire Advisors (New York) sold out of NatWest (NWG) in Q2 2020, closing a stake of 9,863 shares — an estimated $29K sold.

Wealthspire Advisors (New York) first reported a position in NWG in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2020. 110 funds tracked by Wall St. Rank hold NWG as of Q2 2020.

Wealthspire Advisors (New York) reported no remaining NatWest position as of Q2 2020 after selling out during the quarter.
Wealthspire Advisors (New York) sold 9,863 NatWest shares in Q2 2020, an estimated $29K.
Wealthspire Advisors (New York) first reported a position in NatWest in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s NatWest position peaked at $29K in Q1 2020.
110 funds tracked by Wall St. Rank held NatWest as of Q2 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.