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Arax Advisory Partners’s NewtekOne NEWT Stock Holding History

Arax Advisory Partners’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
2026
Q1 		$2.53K Buy
231
+86
+59% +$1.09K ﹤0.01% 3039
2025
Q4 		$1.65K Sell
145
-19,413
-99% -$212K ﹤0.01% 3330
2025
Q3 		$224K Buy
+19,558
New +$232K ﹤0.01% 1209
2025
Q1 		– Sell
-48
Closed -$613 – 2915
2024
Q4 		$613 Sell
48
-37
-44% -$502 ﹤0.01% 2285
2024
Q3 		$1.06K Hold
85
– – ﹤0.01% 2232
2024
Q2 		$1.07K Buy
+85
New +$1.05K ﹤0.01% 2154

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VCM
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T. Rowe Price Associates
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Goldman Sachs
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return