WFA
NWG icon

Wipfli Financial Advisors’s NatWest NWG Stock Holding History

Wipfli 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
2022
Q3 		$31K Buy
+6,282
New +$38.7K ﹤0.01% 1356

Other funds holding NWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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

Wipfli Financial Advisors's NWG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in NatWest (NWG) in Q3 2022: 6,282 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings.

148 funds tracked by Wall St. Rank hold NWG as of Q3 2022.

  • Wipfli Financial Advisors held 6,282 shares of NatWest worth $31K as of Q3 2022.
  • NatWest was a new Wipfli Financial Advisors position in Q3 2022.
  • NatWest made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1356 holding.
  • 148 funds tracked by Wall St. Rank held NatWest as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.