West Branch Capital’s NatWest NWG Stock Holding History

West Branch Capital’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
2024 Q4	–	Sell	-3	Closed	-$25	–	603
2024 Q3	$25	Buy	+3	New	+$27	﹤0.01%	625

Other funds holding NWG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

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

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

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

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

West Branch Capital's NWG Position: Q4 2024 in Review

West Branch Capital sold out of NatWest (NWG) in Q4 2024, closing a stake of 3 shares — an estimated $25 sold.

West Branch Capital first reported a position in NWG in Q3 2024 and held it in 1 quarter. The position peaked at $25 in Q3 2024. 293 funds tracked by Wall St. Rank hold NWG as of Q4 2024.

West Branch Capital reported no remaining NatWest position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 3 NatWest shares in Q4 2024, an estimated $25.
West Branch Capital first reported a position in NatWest in Q3 2024 and held it in 1 quarter.
West Branch Capital's NatWest position peaked at $25 in Q3 2024.
293 funds tracked by Wall St. Rank held NatWest as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.