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Authentikos Wealth Advisory’s Newell Brands NWL Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-5,656
Closed -$51.1K – 405
2023
Q3 		$51.1K Buy
+5,656
New +$56.3K 0.05% 109

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Authentikos Wealth Advisory's NWL Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Newell Brands (NWL) in Q4 2023, closing a stake of 5,656 shares — an estimated $51.1K sold.

Authentikos Wealth Advisory first reported a position in NWL in Q3 2023 and held it in 1 quarter. The position peaked at $51.1K in Q3 2023. 456 funds tracked by Wall St. Rank hold NWL as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Newell Brands position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 5,656 Newell Brands shares in Q4 2023, an estimated $51.1K.
  • Authentikos Wealth Advisory first reported a position in Newell Brands in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Newell Brands position peaked at $51.1K in Q3 2023.
  • 456 funds tracked by Wall St. Rank held Newell Brands as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.