1620 Investment Advisors’s Newell Brands NWL Stock Holding History

1620 Investment Advisors’s Portfolio NWL Stock Details NWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Hold	0	–	–	–	698
2024 Q3	–	Hold	0	–	–	–	701
2024 Q2	–	Hold	0	–	–	–	592
2023 Q3	–	Sell	-26,294	Closed	-$296K	–	160
2023 Q2	$296K	Buy	+26,294	New	+$261K	0.32%	103
2023 Q1	–	Sell	-10,764	Closed	-$141K	–	139
2022 Q4	$141K	Sell	10,764 -3,688	-26%	-$50.4K	0.17%	129
2022 Q3	$201K	Sell	14,452 -5,086	-26%	-$95K	0.3%	111
2022 Q2	$372K	Buy	19,538 +1,467	+8%	+$31.2K	0.51%	71
2022 Q1	$395K	Hold	18,071	–	–	0.43%	81
2021 Q4	$395K	Buy	+18,071	New	+$408K	0.44%	77

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

1620 Investment Advisors's NWL Position: Q4 2024 in Review

1620 Investment Advisors held its Newell Brands (NWL) position steady in Q4 2024 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #698.

1620 Investment Advisors first reported a position in NWL in Q4 2021 and has held it in 6 quarters since. The position peaked at $395K in Q1 2022. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

1620 Investment Advisors held 0 shares of Newell Brands worth $4 as of Q4 2024.
1620 Investment Advisors left its Newell Brands share count unchanged in Q4 2024.
Newell Brands made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q4 2024, its #698 holding.
1620 Investment Advisors first reported a position in Newell Brands in Q4 2021 and has held it in 6 quarters since.
1620 Investment Advisors's Newell Brands position peaked at $395K in Q1 2022.
447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on 1620 Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.