Certified Advisory Corp’s Newell Brands NWL Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-651	Closed	-$17K	–	550
2021 Q1	$17K	Buy	+651	New	+$16.1K	﹤0.01%	527
2020 Q2	$10K	Buy	651 +1	+0.2%	+$14	﹤0.01%	554
2020 Q1	$9K	Hold	650	–	–	﹤0.01%	544
2019 Q4	$12K	Hold	650	–	–	﹤0.01%	568
2019 Q3	$12K	Hold	650	–	–	﹤0.01%	565
2019 Q2	$10K	Hold	650	–	–	﹤0.01%	583
2019 Q1	$10K	Hold	650	–	–	﹤0.01%	554
2018 Q4	$12K	Sell	650 -200	-24%	-$3.98K	0.01%	513
2018 Q3	$17K	Buy	850 +450	+113%	+$10.6K	0.01%	480
2018 Q2	$10K	Buy	400 +200	+100%	+$5.21K	0.01%	537
2018 Q1	$5K	Buy	+200	New	+$5.65K	﹤0.01%	602

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Certified Advisory Corp's NWL Position: Q2 2021 in Review

Certified Advisory Corp sold out of Newell Brands (NWL) in Q2 2021, closing a stake of 651 shares — an estimated $17K sold.

Certified Advisory Corp first reported a position in NWL in Q1 2018 and held it in 11 quarters. The position peaked at $17K in Q1 2021. 562 funds tracked by Wall St. Rank hold NWL as of Q2 2021.

Certified Advisory Corp reported no remaining Newell Brands position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 651 Newell Brands shares in Q2 2021, an estimated $17K.
Certified Advisory Corp first reported a position in Newell Brands in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's Newell Brands position peaked at $17K in Q1 2021.
562 funds tracked by Wall St. Rank held Newell Brands as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.