Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Newell Brands NWL Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-14,303
Closed -$91.7K – 1721
2024
Q2 		$91.7K Buy
+14,303
New +$106K ﹤0.01% 1614

Other funds holding NWL

BlackRock
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Portfolio Solutions's NWL Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of Newell Brands (NWL) in Q3 2024, closing a stake of 14,303 shares — an estimated $91.7K sold.

Envestnet Portfolio Solutions first reported a position in NWL in Q2 2024 and held it in 1 quarter. The position peaked at $91.7K in Q2 2024. 432 funds tracked by Wall St. Rank hold NWL as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining Newell Brands position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 14,303 Newell Brands shares in Q3 2024, an estimated $91.7K.
  • Envestnet Portfolio Solutions first reported a position in Newell Brands in Q2 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Newell Brands position peaked at $91.7K in Q2 2024.
  • 432 funds tracked by Wall St. Rank held Newell Brands as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.