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Apollon Wealth Management’s Newell Brands NWL Stock Holding History

Apollon Wealth Management’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
2023
Q2 		– Sell
-19,277
Closed -$240K – 982
2023
Q1 		$240K Buy
19,277
+3,367
+21% +$47.5K 0.01% 743
2022
Q4 		$208K Buy
+15,910
New +$217K 0.01% 774

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Apollon Wealth Management's NWL Position: Q2 2023 in Review

Apollon Wealth Management sold out of Newell Brands (NWL) in Q2 2023, closing a stake of 19,277 shares — an estimated $240K sold.

Apollon Wealth Management first reported a position in NWL in Q4 2022 and held it in 2 quarters. The position peaked at $240K in Q1 2023. 485 funds tracked by Wall St. Rank hold NWL as of Q2 2023.

  • Apollon Wealth Management reported no remaining Newell Brands position as of Q2 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 19,277 Newell Brands shares in Q2 2023, an estimated $240K.
  • Apollon Wealth Management first reported a position in Newell Brands in Q4 2022 and held it in 2 quarters.
  • Apollon Wealth Management's Newell Brands position peaked at $240K in Q1 2023.
  • 485 funds tracked by Wall St. Rank held Newell Brands as of Q2 2023.

Based on Apollon Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.