CSWM
NWL icon

Cassady Schiller Wealth Management’s Newell Brands NWL Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.99K Hold
200
– – ﹤0.01% 575
2024
Q3 		$1.54K Hold
200
– – ﹤0.01% 405
2024
Q2 		$1.28K Hold
200
– – ﹤0.01% 413
2024
Q1 		$1.61K Hold
200
– – ﹤0.01% 432
2023
Q4 		$1.74K Hold
200
– – ﹤0.01% 395
2023
Q3 		$1.81K Hold
200
– – ﹤0.01% 412
2023
Q2 		$1.74K Sell
200
-541
-73% -$5.38K ﹤0.01% 423
2023
Q1 		$9.22K Buy
741
+541
+271% +$7.63K ﹤0.01% 329
2022
Q4 		$2.62K Buy
+200
New +$2.73K ﹤0.01% 404
2022
Q1 		– Sell
-713
Closed -$16K – 437
2021
Q4 		$16K Buy
+713
New +$16.1K 0.01% 286

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return