AIC
NEWT icon

Ameritas Investment Company’s NewtekOne NEWT Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-396
Closed -$10.6K – 1583
2021
Q1 		$10.6K Buy
+396
New +$9.04K ﹤0.01% 1511
2020
Q2 		– Sell
-358
Closed -$4K – 1142
2020
Q1 		$4K Buy
+358
New +$6.81K ﹤0.01% 1448
2019
Q4 		– Sell
-335
Closed -$7K – 1265
2019
Q3 		$7K Buy
+335
New +$7.43K ﹤0.01% 1203
2019
Q2 		– Sell
-320
Closed -$6K – 623
2019
Q1 		$6K Buy
+320
New +$6.21K ﹤0.01% 727

Other funds holding NEWT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Investment Company's NEWT Position: Q2 2021 in Review

Ameritas Investment Company sold out of NewtekOne (NEWT) in Q2 2021, closing a stake of 396 shares — an estimated $10.6K sold.

Ameritas Investment Company first reported a position in NEWT in Q1 2019 and held it in 4 quarters. The position peaked at $10.6K in Q1 2021. 83 funds tracked by Wall St. Rank hold NEWT as of Q2 2021.

  • Ameritas Investment Company reported no remaining NewtekOne position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 396 NewtekOne shares in Q2 2021, an estimated $10.6K.
  • Ameritas Investment Company first reported a position in NewtekOne in Q1 2019 and held it in 4 quarters.
  • Ameritas Investment Company's NewtekOne position peaked at $10.6K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held NewtekOne as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.