Cetera Advisors’s Newell Brands NWL Stock Holding History

Cetera Advisors’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	-11,550	Closed	-$144K	–	1724
2023 Q1	$144K	Sell	11,550 -3,751	-25%	-$52.9K	﹤0.01%	1526
2022 Q4	$200K	Sell	15,301 -4,072	-21%	-$55.6K	﹤0.01%	1451
2022 Q3	$269K	Buy	19,373 +249	+1%	+$4.65K	0.01%	1018
2022 Q2	$364K	Buy	19,124 +1,095	+6%	+$23.3K	0.01%	972
2022 Q1	$386K	Buy	18,029 +2,905	+19%	+$67.1K	0.01%	992
2021 Q4	$330K	Buy	15,124 +4,693	+45%	+$106K	0.01%	1079
2021 Q3	$231K	Buy	10,431 +1,311	+14%	+$33.5K	﹤0.01%	1240
2021 Q2	$251K	Buy	9,120 +438	+5%	+$12.1K	0.01%	1127
2021 Q1	$233K	Buy	+8,682	New	+$215K	0.01%	1075
2017 Q4	–	Sell	-5,037	Closed	-$213K	–	827
2017 Q3	$213K	Buy	5,037 +117	+2%	+$5.72K	0.01%	737
2017 Q2	$263K	Buy	4,920 +254	+5%	+$12.9K	0.02%	647
2017 Q1	$220K	Sell	4,666 -5	-0.1%	-$237	0.01%	677
2016 Q4	$207K	Sell	4,671 -613	-12%	-$29.7K	0.02%	629
2016 Q3	$280K	Sell	5,284 -293	-5%	-$15.2K	0.02%	575
2016 Q2	$272K	Buy	+5,577	New	+$261K	0.02%	591

Other funds holding NWL

Pzena Investment Management

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

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

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

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

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 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

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return