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Avantra Family Wealth’s Newell Brands NWL Stock Holding History

Avantra Family Wealth’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
Q1 		– Sell
-14,976
Closed -$149K – 164
2024
Q4 		$149K Buy
+14,976
New +$136K 0.14% 151

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Avantra Family Wealth's NWL Position: Q1 2025 in Review

Avantra Family Wealth sold out of Newell Brands (NWL) in Q1 2025, closing a stake of 14,976 shares — an estimated $149K sold.

Avantra Family Wealth first reported a position in NWL in Q4 2024 and held it in 1 quarter. The position peaked at $149K in Q4 2024. 401 funds tracked by Wall St. Rank hold NWL as of Q1 2025.

  • Avantra Family Wealth reported no remaining Newell Brands position as of Q1 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 14,976 Newell Brands shares in Q1 2025, an estimated $149K.
  • Avantra Family Wealth first reported a position in Newell Brands in Q4 2024 and held it in 1 quarter.
  • Avantra Family Wealth's Newell Brands position peaked at $149K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Newell Brands as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.