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Brendel Financial Advisors’s NewtekOne NEWT Stock Holding History

Brendel Financial Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-48
Closed -$2K – 201
2021
Q2 		$2K Buy
+48
New +$1.51K ﹤0.01% 251

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BA
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Two Sigma Investments
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Brendel Financial Advisors's NEWT Position: Q3 2021 in Review

Brendel Financial Advisors sold out of NewtekOne (NEWT) in Q3 2021, closing a stake of 48 shares — an estimated $2K sold.

Brendel Financial Advisors first reported a position in NEWT in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 75 funds tracked by Wall St. Rank hold NEWT as of Q3 2021.

  • Brendel Financial Advisors reported no remaining NewtekOne position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 48 NewtekOne shares in Q3 2021, an estimated $2K.
  • Brendel Financial Advisors first reported a position in NewtekOne in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's NewtekOne position peaked at $2K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held NewtekOne as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.