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B. Riley Wealth Advisors’s Newell Brands NWL Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-32,813
Closed -$296K – 1540
2024
Q1 		$296K Buy
32,813
+21,580
+192% +$172K 0.01% 1043
2023
Q4 		$97.5K Sell
11,233
-21,580
-66% -$165K ﹤0.01% 1322
2023
Q3 		$296K Buy
32,813
+21,329
+186% +$212K 0.01% 1043
2023
Q2 		$99.9K Sell
11,484
-247
-2% -$2.46K ﹤0.01% 1435
2023
Q1 		$146K Buy
+11,731
New +$165K ﹤0.01% 1339
2021
Q2 		– Sell
-50,628
Closed -$1.36M – 1426
2021
Q1 		$1.36M Buy
+50,628
New +$1.26M 0.05% 404
2020
Q2 		– Sell
-12,845
Closed -$171K – 891
2020
Q1 		$171K Buy
12,845
+1,164
+10% +$20K 0.01% 693
2019
Q4 		$225K Buy
+11,681
New +$225K 0.02% 718
2015
Q1 		– Sell
-361
Closed -$14 – 1508
2014
Q4 		$14 Buy
+361
New +$12.7K ﹤0.01% 2708
2014
Q3 		– Sell
-310
Closed -$9.61K – 1469
2014
Q2 		$9.61K Buy
+310
New +$9.28K ﹤0.01% 1807

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

B. Riley Wealth Advisors's NWL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 32,813 shares — an estimated $296K sold.

B. Riley Wealth Advisors first reported a position in NWL in Q2 2014 and held it in 10 quarters. The position peaked at $1.36M in Q1 2021. 403 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 32,813 Newell Brands shares in Q2 2024, an estimated $296K.
  • B. Riley Wealth Advisors first reported a position in Newell Brands in Q2 2014 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Newell Brands position peaked at $1.36M in Q1 2021.
  • 403 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.