CWC
NWL icon

Carolinas Wealth Consulting’s Newell Brands NWL Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-517
Closed -$6.43K – 1102
2023
Q1 		$6.43K Hold
517
– – ﹤0.01% 660
2022
Q4 		$6.76K Hold
517
– – ﹤0.01% 662
2022
Q3 		$7K Hold
517
– – ﹤0.01% 632
2022
Q2 		$10K Sell
517
-258
-33% -$5.48K ﹤0.01% 578
2022
Q1 		$17K Hold
775
– – ﹤0.01% 514
2021
Q4 		$17K Sell
775
-741
-49% -$16.7K ﹤0.01% 526
2021
Q3 		$34K Buy
1,516
+7
+0.5% +$179 0.01% 395
2021
Q2 		$41K Buy
1,509
+734
+95% +$20.2K 0.01% 387
2021
Q1 		$21K Hold
775
– – 0.01% 505
2020
Q4 		$16K Hold
775
– – ﹤0.01% 514
2020
Q3 		$13K Buy
+775
New +$12.9K ﹤0.01% 439

Other funds holding NWL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return