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Birchcreek Wealth Management’s Newell Brands NWL Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-2,500
Closed -$53K – 234
2020
Q4 		$53K Buy
+2,500
New +$48.8K 0.05% 211

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birchcreek Wealth Management's NWL Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Newell Brands (NWL) in Q1 2021, closing a stake of 2,500 shares — an estimated $53K sold.

Birchcreek Wealth Management first reported a position in NWL in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 541 funds tracked by Wall St. Rank hold NWL as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Newell Brands position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,500 Newell Brands shares in Q1 2021, an estimated $53K.
  • Birchcreek Wealth Management first reported a position in Newell Brands in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Newell Brands position peaked at $53K in Q4 2020.
  • 541 funds tracked by Wall St. Rank held Newell Brands as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.