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 New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Cassady Schiller Wealth Management's NWL Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Newell Brands (NWL) position steady in Q4 2024 at 200 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Cassady Schiller Wealth Management first reported a position in NWL in Q4 2021 and has held it in 10 quarters since. The position peaked at $16K in Q4 2021. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

Cassady Schiller Wealth Management held 200 shares of Newell Brands worth $1.99K as of Q4 2024.
Cassady Schiller Wealth Management left its Newell Brands share count unchanged in Q4 2024.
Newell Brands made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #575 holding.
Cassady Schiller Wealth Management first reported a position in Newell Brands in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Newell Brands position peaked at $16K in Q4 2021.
447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.