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Aigen Investment Management’s NewtekOne NEWT Stock Holding History

Aigen Investment Management’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-21,988
Closed -$401K – 1025
2020
Q2 		$401K Sell
21,988
-8,118
-27% -$129K 0.05% 528
2020
Q1 		$398K Buy
30,106
+27,469
+1,042% +$522K 0.05% 508
2019
Q4 		$60K Buy
+2,637
New +$59.5K 0.01% 782

Other funds holding NEWT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aigen Investment Management's NEWT Position: Q3 2020 in Review

Aigen Investment Management sold out of NewtekOne (NEWT) in Q3 2020, closing a stake of 21,988 shares — an estimated $401K sold.

Aigen Investment Management first reported a position in NEWT in Q4 2019 and held it in 3 quarters. The position peaked at $401K in Q2 2020. 50 funds tracked by Wall St. Rank hold NEWT as of Q3 2020.

  • Aigen Investment Management reported no remaining NewtekOne position as of Q3 2020 after selling out during the quarter.
  • Aigen Investment Management sold 21,988 NewtekOne shares in Q3 2020, an estimated $401K.
  • Aigen Investment Management first reported a position in NewtekOne in Q4 2019 and held it in 3 quarters.
  • Aigen Investment Management's NewtekOne position peaked at $401K in Q2 2020.
  • 50 funds tracked by Wall St. Rank held NewtekOne as of Q3 2020.

Based on Aigen Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.