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Benjamin F. Edwards & Company’s Newell Brands NWL Stock Holding History

Benjamin F. Edwards & Company’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
Q3 		– Sell
-3,750
Closed -$33K – 1800
2023
Q2 		$33K Sell
3,750
-3,700
-50% -$36.8K ﹤0.01% 1176
2023
Q1 		$93K Buy
+7,450
New +$105K ﹤0.01% 934
2020
Q4 		– Sell
-810
Closed -$14K – 1709
2020
Q3 		$14K Buy
+810
New +$13.5K ﹤0.01% 1194
2020
Q2 		– Sell
-8,909
Closed -$118K – 1758
2020
Q1 		$118K Sell
8,909
-488
-5% -$8.4K 0.01% 645
2019
Q4 		$181K Sell
9,397
-631
-6% -$12.2K 0.01% 621
2019
Q3 		$188K Sell
10,028
-951
-9% -$15.3K 0.01% 571
2019
Q2 		$169K Buy
10,979
+9,276
+545% +$139K 0.01% 567
2019
Q1 		$26K Buy
1,703
+411
+32% +$7.55K ﹤0.01% 1066
2018
Q4 		$24K Sell
1,292
-596
-32% -$11.9K ﹤0.01% 1048
2018
Q3 		$38K Buy
1,888
+1,112
+143% +$26.1K ﹤0.01% 937
2018
Q2 		$20K Sell
776
-26,914
-97% -$701K ﹤0.01% 1098
2018
Q1 		$706K Buy
27,690
+27,507
+15,031% +$777K 0.07% 266
2017
Q4 		$6K Buy
183
+1
+0.5% +$34 ﹤0.01% 1319
2017
Q3 		$8K Hold
182
– – ﹤0.01% 1228
2017
Q2 		$10K Sell
182
-600
-77% -$30.4K ﹤0.01% 1088
2017
Q1 		$37K Buy
782
+482
+161% +$22.9K 0.01% 736
2016
Q4 		$13K Buy
+300
New +$14.5K ﹤0.01% 879

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Benjamin F. Edwards & Company's NWL Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of Newell Brands (NWL) in Q3 2023, closing a stake of 3,750 shares — an estimated $33K sold.

Benjamin F. Edwards & Company first reported a position in NWL in Q4 2016 and held it in 17 quarters. The position peaked at $706K in Q1 2018. 458 funds tracked by Wall St. Rank hold NWL as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining Newell Brands position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 3,750 Newell Brands shares in Q3 2023, an estimated $33K.
  • Benjamin F. Edwards & Company first reported a position in Newell Brands in Q4 2016 and held it in 17 quarters.
  • Benjamin F. Edwards & Company's Newell Brands position peaked at $706K in Q1 2018.
  • 458 funds tracked by Wall St. Rank held Newell Brands as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.