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Atria Wealth Solutions’s Newell Brands NWL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-11,204
Closed -$69.5K – 1762
2025
Q1 		$69.5K Buy
+11,204
New +$89.9K ﹤0.01% 1813
2024
Q3 		– Sell
-16,048
Closed -$103K – 2016
2024
Q2 		$103K Buy
+16,048
New +$119K ﹤0.01% 1856
2023
Q2 		– Sell
-19,958
Closed -$248K – 1952
2023
Q1 		$248K Buy
19,958
+2,484
+14% +$35K ﹤0.01% 1531
2022
Q4 		$229K Buy
17,474
+3,170
+22% +$43.3K ﹤0.01% 1525
2022
Q3 		$199K Buy
14,304
+3,199
+29% +$59.7K ﹤0.01% 1559
2022
Q2 		$211K Sell
11,105
-20,614
-65% -$438K ﹤0.01% 1428
2022
Q1 		$679K Buy
+31,719
New +$733K 0.01% 910

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CCPM
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Massachusetts Financial Services
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DRZID
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Primecap Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return