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All Season Financial Advisors’s NewtekOne NEWT Stock Holding History

All Season Financial Advisors’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
2021
Q3 		– Sell
-10,108
Closed -$353K – 145
2021
Q2 		$353K Buy
+10,108
New +$318K 0.25% 91

Other funds holding NEWT

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

All Season Financial Advisors's NEWT Position: Q3 2021 in Review

All Season Financial Advisors sold out of NewtekOne (NEWT) in Q3 2021, closing a stake of 10,108 shares — an estimated $353K sold.

All Season Financial Advisors first reported a position in NEWT in Q2 2021 and held it in 1 quarter. The position peaked at $353K in Q2 2021. 75 funds tracked by Wall St. Rank hold NEWT as of Q3 2021.

  • All Season Financial Advisors reported no remaining NewtekOne position as of Q3 2021 after selling out during the quarter.
  • All Season Financial Advisors sold 10,108 NewtekOne shares in Q3 2021, an estimated $353K.
  • All Season Financial Advisors first reported a position in NewtekOne in Q2 2021 and held it in 1 quarter.
  • All Season Financial Advisors's NewtekOne position peaked at $353K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held NewtekOne as of Q3 2021.

Based on All Season Financial Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.