Claro Advisors’s Newell Brands NWL Stock Holding History

Claro 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
2024 Q4	–	Sell	-10,265	Closed	-$78.8K	–	529
2024 Q3	$78.8K	Buy	+10,265	New	+$73.5K	0.01%	507
2019 Q1	–	Sell	-321	Closed	-$7K	–	689
2018 Q4	$7K	Buy	+321	New	+$6.38K	0.01%	743

Other funds holding NWL

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

DRZID

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

Claro Advisors's NWL Position: Q4 2024 in Review

Claro Advisors sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 10,265 shares — an estimated $78.8K sold.

Claro Advisors first reported a position in NWL in Q4 2018 and held it in 2 quarters. The position peaked at $78.8K in Q3 2024. 446 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

Claro Advisors reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
Claro Advisors sold 10,265 Newell Brands shares in Q4 2024, an estimated $78.8K.
Claro Advisors first reported a position in Newell Brands in Q4 2018 and held it in 2 quarters.
Claro Advisors's Newell Brands position peaked at $78.8K in Q3 2024.
446 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.