Confluence Wealth Services
NWL icon

Confluence Wealth Services’s Newell Brands NWL Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-3,769
Closed -$82K – 856
2021
Q4 		$82K Buy
+3,769
New +$85.1K 0.03% 363

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Confluence Wealth Services's NWL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Newell Brands (NWL) in Q1 2022, closing a stake of 3,769 shares — an estimated $82K sold.

Confluence Wealth Services first reported a position in NWL in Q4 2021 and held it in 1 quarter. The position peaked at $82K in Q4 2021. 570 funds tracked by Wall St. Rank hold NWL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Newell Brands position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 3,769 Newell Brands shares in Q1 2022, an estimated $82K.
  • Confluence Wealth Services first reported a position in Newell Brands in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Newell Brands position peaked at $82K in Q4 2021.
  • 570 funds tracked by Wall St. Rank held Newell Brands as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.