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Atlantic Edge Private Wealth Management’s Newell Brands NWL Stock Holding History

Atlantic Edge Private 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
2024
Q4 		– Sell
-200
Closed -$1.54K – 509
2024
Q3 		$1.54K Hold
200
– – ﹤0.01% 458
2024
Q2 		$1.28K Hold
200
– – ﹤0.01% 442
2024
Q1 		$1.61K Hold
200
– – ﹤0.01% 439
2023
Q4 		$1.74K Buy
+200
New +$1.52K ﹤0.01% 422

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Atlantic Edge Private Wealth Management's NWL Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 200 shares — an estimated $1.54K sold.

Atlantic Edge Private Wealth Management first reported a position in NWL in Q4 2023 and held it in 4 quarters. The position peaked at $1.74K in Q4 2023. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 200 Newell Brands shares in Q4 2024, an estimated $1.54K.
  • Atlantic Edge Private Wealth Management first reported a position in Newell Brands in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Newell Brands position peaked at $1.74K in Q4 2023.
  • 447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.