Baron Silver Stevens Financial Advisors’s NewtekOne NEWT Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-200	Closed	-$1.36K	–	127
2022 Q3	$1.36K	Buy	+200	New	+$4.08K	0.37%	29
2021 Q1	–	Sell	-200	Closed	-$3K	–	318
2020 Q4	$3K	Buy	+200	New	+$3.6K	﹤0.01%	368

Other funds holding NEWT

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's NEWT Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of NewtekOne (NEWT) in Q4 2022, closing a stake of 200 shares — an estimated $1.36K sold.

Baron Silver Stevens Financial Advisors first reported a position in NEWT in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 69 funds tracked by Wall St. Rank hold NEWT as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining NewtekOne position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 200 NewtekOne shares in Q4 2022, an estimated $1.36K.
Baron Silver Stevens Financial Advisors first reported a position in NewtekOne in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's NewtekOne position peaked at $3K in Q4 2020.
69 funds tracked by Wall St. Rank held NewtekOne as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.