Checchi Capital Advisers’s Newell Brands NWL Stock Holding History

Checchi Capital Advisers’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	-13,715	Closed	-$171K	–	594
2023 Q1	$171K	Buy	13,715 +3,501	+34%	+$49.4K	0.02%	537
2022 Q4	$134K	Buy	+10,214	New	+$140K	0.01%	526
2016 Q3	–	Sell	-3,609	Closed	-$175K	–	941
2016 Q2	$175K	Buy	3,609 +1,316	+57%	+$61.5K	0.02%	376
2016 Q1	$102K	Buy	+2,293	New	+$89.9K	0.02%	580

Other funds holding NWL

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

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Checchi Capital Advisers's NWL Position: Q2 2023 in Review

Checchi Capital Advisers sold out of Newell Brands (NWL) in Q2 2023, closing a stake of 13,715 shares — an estimated $171K sold.

Checchi Capital Advisers first reported a position in NWL in Q1 2016 and held it in 4 quarters. The position peaked at $175K in Q2 2016. 486 funds tracked by Wall St. Rank hold NWL as of Q2 2023.

Checchi Capital Advisers reported no remaining Newell Brands position as of Q2 2023 after selling out during the quarter.
Checchi Capital Advisers sold 13,715 Newell Brands shares in Q2 2023, an estimated $171K.
Checchi Capital Advisers first reported a position in Newell Brands in Q1 2016 and held it in 4 quarters.
Checchi Capital Advisers's Newell Brands position peaked at $175K in Q2 2016.
486 funds tracked by Wall St. Rank held Newell Brands as of Q2 2023.

Based on Checchi Capital Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.