Beacon Pointe Advisors’s Newell Brands NWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-9,587
Closed -$203K 563
2020
Q4
$203K Buy
+9,587
New +$187K 0.01% 477

Other funds holding NWL

Beacon Pointe Advisors's NWL Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of Newell Brands (NWL) in Q1 2021, closing a stake of 9,587 shares — an estimated $203K sold.

Beacon Pointe Advisors first reported a position in NWL in Q4 2020 and held it in 1 quarter. The position peaked at $203K in Q4 2020. 541 funds tracked by Wall St. Rank hold NWL as of Q1 2021.

  • Beacon Pointe Advisors reported no remaining Newell Brands position as of Q1 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 9,587 Newell Brands shares in Q1 2021, an estimated $203K.
  • Beacon Pointe Advisors first reported a position in Newell Brands in Q4 2020 and held it in 1 quarter.
  • Beacon Pointe Advisors's Newell Brands position peaked at $203K in Q4 2020.
  • 541 funds tracked by Wall St. Rank held Newell Brands as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.