Avior Wealth Management’s Newell Brands NWL Stock Holding History

Avior 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
2025 Q1	–	Sell	-2,810	Closed	-$28K	–	1805
2024 Q4	$28K	Hold	2,810	–	–	﹤0.01%	1335
2024 Q3	$21.6K	Buy	2,810 +7	+0.2%	+$50	﹤0.01%	1357
2024 Q2	$18K	Hold	2,803	–	–	﹤0.01%	1369
2024 Q1	$22.5K	Hold	2,803	–	–	﹤0.01%	1551
2023 Q4	$24.3K	Hold	2,803	–	–	﹤0.01%	854
2023 Q3	$25.3K	Buy	+2,803	New	+$27.9K	﹤0.01%	906
2023 Q2	–	Sell	-37	Closed	-$460	–	1641
2023 Q1	$460	Buy	+37	New	+$522	﹤0.01%	1526
2020 Q1	–	Sell	-180	Closed	-$3K	–	861
2019 Q4	$3K	Buy	+180	New	+$3.47K	﹤0.01%	694

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Avior Wealth Management's NWL Position: Q1 2025 in Review

Avior Wealth Management sold out of Newell Brands (NWL) in Q1 2025, closing a stake of 2,810 shares — an estimated $28K sold.

Avior Wealth Management first reported a position in NWL in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q4 2024. 402 funds tracked by Wall St. Rank hold NWL as of Q1 2025.

Avior Wealth Management reported no remaining Newell Brands position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2,810 Newell Brands shares in Q1 2025, an estimated $28K.
Avior Wealth Management first reported a position in Newell Brands in Q4 2019 and held it in 8 quarters.
Avior Wealth Management's Newell Brands position peaked at $28K in Q4 2024.
402 funds tracked by Wall St. Rank held Newell Brands as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.