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Arkadios Wealth Advisors’s Newell Brands NWL Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-906
Closed -$20K – 1367
2021
Q3 		$20K Buy
906
+900
+15,000% +$23K ﹤0.01% 1218
2021
Q2 		$0 Sell
6
-400
-99% -$11K ﹤0.01% 2006
2021
Q1 		$10K Buy
406
+400
+6,667% +$9.92K ﹤0.01% 1195
2020
Q4 		$0 Sell
6
-4
-40% -$78 ﹤0.01% 1438
2020
Q3 		$180 Sell
10
-17
-63% -$284 ﹤0.01% 999
2020
Q2 		$434 Hold
27
– – ﹤0.01% 914
2020
Q1 		$359 Hold
27
– – ﹤0.01% 1034
2019
Q4 		$527 Buy
+27
New +$520 ﹤0.01% 927

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arkadios Wealth Advisors's NWL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Newell Brands (NWL) in Q4 2021, closing a stake of 906 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in NWL in Q4 2019 and held it in 8 quarters. The position peaked at $20K in Q3 2021. 564 funds tracked by Wall St. Rank hold NWL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Newell Brands position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 906 Newell Brands shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in Newell Brands in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Newell Brands position peaked at $20K in Q3 2021.
  • 564 funds tracked by Wall St. Rank held Newell Brands as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.