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Avantax Advisory Services’s Newell Brands NWL Stock Holding History

Avantax Advisory Services’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
2022
Q3 		– Sell
-15,316
Closed -$292K – 1368
2022
Q2 		$292K Buy
+15,316
New +$325K ﹤0.01% 1024

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IC
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CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's NWL Position: Q3 2022 in Review

Avantax Advisory Services sold out of Newell Brands (NWL) in Q3 2022, closing a stake of 15,316 shares — an estimated $292K sold.

Avantax Advisory Services first reported a position in NWL in Q2 2022 and held it in 1 quarter. The position peaked at $292K in Q2 2022. 548 funds tracked by Wall St. Rank hold NWL as of Q3 2022.

  • Avantax Advisory Services reported no remaining Newell Brands position as of Q3 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 15,316 Newell Brands shares in Q3 2022, an estimated $292K.
  • Avantax Advisory Services first reported a position in Newell Brands in Q2 2022 and held it in 1 quarter.
  • Avantax Advisory Services's Newell Brands position peaked at $292K in Q2 2022.
  • 548 funds tracked by Wall St. Rank held Newell Brands as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.