BDO Wealth Advisors’s Newell Brands NWL Stock Holding History

BDO 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
2023 Q2	$1.74K	Hold	200	–	–	﹤0.01%	867
2023 Q1	$2.49K	Hold	200	–	–	﹤0.01%	886
2022 Q4	$2.62K	Hold	200	–	–	﹤0.01%	837
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	888
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	822
2022 Q1	$4K	Hold	200	–	–	﹤0.01%	860
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	872
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	877
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	862
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	847
2020 Q4	$4K	Buy	+200	New	+$3.9K	﹤0.01%	673
2018 Q4	–	Sell	-2,000	Closed	-$41K	–	602
2018 Q3	$41K	Hold	2,000	–	–	0.01%	310
2018 Q2	$52K	Hold	2,000	–	–	0.02%	295
2018 Q1	$51K	Hold	2,000	–	–	0.02%	252
2017 Q4	$62K	Hold	2,000	–	–	0.03%	193
2017 Q3	$85K	Hold	2,000	–	–	0.04%	145
2017 Q2	$107K	Buy	+2,000	New	+$101K	0.05%	168

Other funds holding NWL

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

BDO Wealth Advisors's NWL Position: Q2 2023 in Review

BDO Wealth Advisors held its Newell Brands (NWL) position steady in Q2 2023 at 200 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

BDO Wealth Advisors first reported a position in NWL in Q2 2017 and has held it in 17 quarters since. The position peaked at $107K in Q2 2017. 485 funds tracked by Wall St. Rank hold NWL as of Q2 2023.

BDO Wealth Advisors held 200 shares of Newell Brands worth $1.74K as of Q2 2023.
BDO Wealth Advisors left its Newell Brands share count unchanged in Q2 2023.
Newell Brands made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #867 holding.
BDO Wealth Advisors first reported a position in Newell Brands in Q2 2017 and has held it in 17 quarters since.
BDO Wealth Advisors's Newell Brands position peaked at $107K in Q2 2017.
485 funds tracked by Wall St. Rank held Newell Brands as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.