Comerica Bank’s NewtekOne NEWT Stock Holding History

Comerica Bank’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
2023 Q4	–	Sell	-4,500	Closed	-$66.4K	–	3798
2023 Q3	$66.4K	Buy	+4,500	New	+$77.1K	﹤0.01%	2617

Other funds holding NEWT

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Comerica Bank's NEWT Position: Q4 2023 in Review

Comerica Bank sold out of NewtekOne (NEWT) in Q4 2023, closing a stake of 4,500 shares — an estimated $66.4K sold.

Comerica Bank first reported a position in NEWT in Q3 2023 and held it in 1 quarter. The position peaked at $66.4K in Q3 2023. 90 funds tracked by Wall St. Rank hold NEWT as of Q4 2023.

Comerica Bank reported no remaining NewtekOne position as of Q4 2023 after selling out during the quarter.
Comerica Bank sold 4,500 NewtekOne shares in Q4 2023, an estimated $66.4K.
Comerica Bank first reported a position in NewtekOne in Q3 2023 and held it in 1 quarter.
Comerica Bank's NewtekOne position peaked at $66.4K in Q3 2023.
90 funds tracked by Wall St. Rank held NewtekOne as of Q4 2023.

Based on Comerica Bank's 13F filing for Q4 2023, filed 14 Feb 2024.