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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return