AF
NWL icon

Advisornet Financial’s Newell Brands NWL Stock Holding History

Advisornet Financial’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 		– Sell
-170
Closed -$1.31K – 2174
2024
Q3 		$1.31K Sell
170
-7
-4% -$50 ﹤0.01% 1869
2024
Q2 		$1.14K Buy
177
+157
+785% +$1.17K ﹤0.01% 1776
2024
Q1 		$161 Hold
20
– – ﹤0.01% 2000
2023
Q4 		$174 Sell
20
-1,336
-99% -$10.2K ﹤0.01% 2318
2023
Q3 		$12.2K Sell
1,356
-336
-20% -$3.34K ﹤0.01% 1189
2023
Q2 		$14.7K Buy
1,692
+101
+6% +$1K ﹤0.01% 1213
2023
Q1 		$19.8K Buy
1,591
+226
+17% +$3.19K ﹤0.01% 1080
2022
Q4 		$17.9K Buy
1,365
+80
+6% +$1.09K ﹤0.01% 1099
2022
Q3 		$18K Buy
1,285
+195
+18% +$3.64K ﹤0.01% 1143
2022
Q2 		$21K Buy
1,090
+15
+1% +$319 ﹤0.01% 1114
2022
Q1 		$23K Hold
1,075
– – ﹤0.01% 1203
2021
Q4 		$23K Sell
1,075
-598
-36% -$13.5K ﹤0.01% 1256
2021
Q3 		$37K Buy
1,673
+193
+13% +$4.93K ﹤0.01% 1089
2021
Q2 		$41K Hold
1,480
– – ﹤0.01% 1045
2021
Q1 		$40K Buy
1,480
+1,155
+355% +$28.7K ﹤0.01% 1007
2020
Q4 		$7K Buy
325
+125
+63% +$2.44K ﹤0.01% 1372
2020
Q3 		$3K Sell
200
-300
-60% -$5K ﹤0.01% 1508
2020
Q2 		$8K Hold
500
– – ﹤0.01% 1361
2020
Q1 		$7K Sell
500
-300
-38% -$5.16K ﹤0.01% 1358
2019
Q4 		$15K Hold
800
– – ﹤0.01% 1270
2019
Q3 		$15K Buy
800
+500
+167% +$8.06K ﹤0.01% 1270
2019
Q2 		$5K Sell
300
-4,855
-94% -$72.7K ﹤0.01% 1399
2019
Q1 		$79K Sell
5,155
-70
-1% -$1.29K 0.01% 617
2018
Q4 		$97K Buy
5,225
+4,725
+945% +$94K 0.01% 526
2018
Q3 		$10K Hold
500
– – ﹤0.01% 1114
2018
Q2 		$13K Sell
500
-1,000
-67% -$26K ﹤0.01% 1069
2018
Q1 		$38K Sell
1,500
-745
-33% -$21.1K 0.01% 766
2017
Q4 		$69K Buy
+2,245
New +$77.4K 0.01% 565

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
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

Advisornet Financial's NWL Position: Q4 2024 in Review

Advisornet Financial sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 170 shares — an estimated $1.31K sold.

Advisornet Financial first reported a position in NWL in Q4 2017 and held it in 28 quarters. The position peaked at $97K in Q4 2018. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

  • Advisornet Financial reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 170 Newell Brands shares in Q4 2024, an estimated $1.31K.
  • Advisornet Financial first reported a position in Newell Brands in Q4 2017 and held it in 28 quarters.
  • Advisornet Financial's Newell Brands position peaked at $97K in Q4 2018.
  • 447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.