AWA
NWL icon

Acorn Wealth Advisors’s Newell Brands NWL Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-504
Closed -$13K – 331
2018
Q2 		$13K Buy
504
+4
+0.8% +$104 0.01% 472
2018
Q1 		$14K Buy
+500
New +$14.1K 0.01% 449

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Acorn Wealth Advisors's NWL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Newell Brands (NWL) in Q3 2018, closing a stake of 504 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in NWL in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 613 funds tracked by Wall St. Rank hold NWL as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Newell Brands position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 504 Newell Brands shares in Q3 2018, an estimated $13K.
  • Acorn Wealth Advisors first reported a position in Newell Brands in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's Newell Brands position peaked at $14K in Q1 2018.
  • 613 funds tracked by Wall St. Rank held Newell Brands as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.