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Capital Asset Advisory Services’s Newell Brands NWL Stock Holding History

Capital Asset Advisory Services’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
-712
Closed -$15K – 1227
2020
Q4 		$15K Buy
+712
New +$13.9K ﹤0.01% 965

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Geode Capital Management
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Capital Asset Advisory Services's NWL Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Newell Brands (NWL) in Q1 2021, closing a stake of 712 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in NWL in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 542 funds tracked by Wall St. Rank hold NWL as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Newell Brands position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 712 Newell Brands shares in Q1 2021, an estimated $15K.
  • Capital Asset Advisory Services first reported a position in Newell Brands in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Newell Brands position peaked at $15K in Q4 2020.
  • 542 funds tracked by Wall St. Rank held Newell Brands as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.