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Advisors Preferred’s Newell Brands NWL Stock Holding History

Advisors Preferred’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
-149,209
Closed -$1.12M – 256
2024
Q3 		$1.12M Buy
+149,209
New +$1.07M 0.17% 74

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 $3.37T AUM 44.26% 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 $5.96B AUM 38.5% 1-Year Est. Return

Advisors Preferred's NWL Position: Q4 2024 in Review

Advisors Preferred sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 149,209 shares — an estimated $1.12M sold.

Advisors Preferred first reported a position in NWL in Q3 2024 and held it in 1 quarter. The position peaked at $1.12M in Q3 2024. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

  • Advisors Preferred reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 149,209 Newell Brands shares in Q4 2024, an estimated $1.12M.
  • Advisors Preferred first reported a position in Newell Brands in Q3 2024 and held it in 1 quarter.
  • Advisors Preferred's Newell Brands position peaked at $1.12M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.