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Beaird Harris Wealth Management’s Newell Brands NWL Stock Holding History

Beaird Harris 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
2024
Q1 		– Sell
-328
Closed -$2.85K – 642
2023
Q4 		$2.85K Buy
+328
New +$2.5K ﹤0.01% 431
2022
Q2 		– Sell
-166
Closed -$4K – 537
2022
Q1 		$4K Buy
+166
New +$3.84K ﹤0.01% 456

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Beaird Harris Wealth Management's NWL Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of Newell Brands (NWL) in Q1 2024, closing a stake of 328 shares — an estimated $2.85K sold.

Beaird Harris Wealth Management first reported a position in NWL in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 416 funds tracked by Wall St. Rank hold NWL as of Q1 2024.

  • Beaird Harris Wealth Management reported no remaining Newell Brands position as of Q1 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 328 Newell Brands shares in Q1 2024, an estimated $2.85K.
  • Beaird Harris Wealth Management first reported a position in Newell Brands in Q1 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Newell Brands position peaked at $4K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Newell Brands as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.