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Cavalier Investments’s NewtekOne NEWT Stock Holding History

Cavalier Investments’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
2020
Q2 		– Sell
-28,000
Closed -$370K – 104
2020
Q1 		$370K Hold
28,000
– – 0.22% 74
2019
Q4 		$634K Hold
28,000
– – 0.27% 73
2019
Q3 		$632K Buy
+28,000
New +$621K 0.27% 73

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cavalier Investments's NEWT Position: Q2 2020 in Review

Cavalier Investments sold out of NewtekOne (NEWT) in Q2 2020, closing a stake of 28,000 shares — an estimated $370K sold.

Cavalier Investments first reported a position in NEWT in Q3 2019 and held it in 3 quarters. The position peaked at $634K in Q4 2019. 58 funds tracked by Wall St. Rank hold NEWT as of Q2 2020.

  • Cavalier Investments reported no remaining NewtekOne position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 28,000 NewtekOne shares in Q2 2020, an estimated $370K.
  • Cavalier Investments first reported a position in NewtekOne in Q3 2019 and held it in 3 quarters.
  • Cavalier Investments's NewtekOne position peaked at $634K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held NewtekOne as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.