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Engrave Wealth Partners’s NewtekOne NEWT Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-331
Closed -$6K – 300
2020
Q2 		$6K Hold
331
– – 0.01% 310
2020
Q1 		$4K Buy
331
+3
+0.9% +$57 ﹤0.01% 295
2019
Q4 		$7K Buy
+328
New +$7.4K 0.01% 333

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engrave Wealth Partners's NEWT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of NewtekOne (NEWT) in Q3 2020, closing a stake of 331 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in NEWT in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 50 funds tracked by Wall St. Rank hold NEWT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining NewtekOne position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 331 NewtekOne shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in NewtekOne in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's NewtekOne position peaked at $7K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held NewtekOne as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.