Concord Wealth Partners’s Newell Brands NWL Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-88	Closed	-$1.15K	–	1151
2022 Q4	$1.15K	Buy	+88	New	+$1.2K	﹤0.01%	1034

Other funds holding NWL

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Concord Wealth Partners's NWL Position: Q1 2023 in Review

Concord Wealth Partners sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 88 shares — an estimated $1.15K sold.

Concord Wealth Partners first reported a position in NWL in Q4 2022 and held it in 1 quarter. The position peaked at $1.15K in Q4 2022. 518 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

Concord Wealth Partners reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 88 Newell Brands shares in Q1 2023, an estimated $1.15K.
Concord Wealth Partners first reported a position in Newell Brands in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's Newell Brands position peaked at $1.15K in Q4 2022.
518 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.