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American Portfolios Advisors’s NewtekOne NEWT Stock Holding History

American Portfolios 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
2022
Q3 		$24.4K Hold
1,494
– – ﹤0.01% 2085
2022
Q2 		$28.3K Hold
1,494
– – ﹤0.01% 2054
2022
Q1 		$39.9K Hold
1,494
– – ﹤0.01% 1998
2021
Q4 		$41.3K Hold
1,494
– – ﹤0.01% 1956
2021
Q3 		$41.4K Hold
1,494
– – ﹤0.01% 1877
2021
Q2 		$52.2K Sell
1,494
-1,600
-52% -$50.3K ﹤0.01% 1720
2021
Q1 		$82.6K Buy
3,094
+700
+29% +$16K ﹤0.01% 1395
2020
Q4 		$47.1K Buy
2,394
+300
+14% +$5.4K ﹤0.01% 1437
2020
Q3 		$38.9K Buy
2,094
+600
+40% +$11.2K ﹤0.01% 1423
2020
Q2 		$27.2K Hold
1,494
– – ﹤0.01% 1519
2020
Q1 		$19.7K Sell
1,494
-2,575
-63% -$49K ﹤0.01% 1531
2019
Q4 		$92.2K Hold
4,069
– – 0.01% 1075
2019
Q3 		$91.9K Buy
4,069
+2,300
+130% +$51K 0.01% 1033
2019
Q2 		$40.7K Hold
1,769
– – ﹤0.01% 1360
2019
Q1 		$34.7K Hold
1,769
– – ﹤0.01% 1345
2018
Q4 		$30.9K Hold
1,769
– – ﹤0.01% 1218
2018
Q3 		$37K Sell
1,769
-780
-31% -$17.1K ﹤0.01% 1243
2018
Q2 		$50.8K Hold
2,549
– – 0.01% 1064
2018
Q1 		$46.1K Buy
2,549
+2,037
+398% +$36.1K 0.01% 1055
2017
Q4 		$9.47K Buy
+512
New +$9.08K ﹤0.01% 1586

Other funds holding NEWT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

American Portfolios Advisors's NEWT Position: Q3 2022 in Review

American Portfolios Advisors held its NewtekOne (NEWT) position steady in Q3 2022 at 1,494 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

American Portfolios Advisors first reported a position in NEWT in Q4 2017 and has held it in 20 quarters since. The position peaked at $92.2K in Q4 2019. 74 funds tracked by Wall St. Rank hold NEWT as of Q3 2022.

  • American Portfolios Advisors held 1,494 shares of NewtekOne worth $24.4K as of Q3 2022.
  • American Portfolios Advisors left its NewtekOne share count unchanged in Q3 2022.
  • NewtekOne made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2085 holding.
  • American Portfolios Advisors first reported a position in NewtekOne in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's NewtekOne position peaked at $92.2K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held NewtekOne as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.