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Evolution Wealth Advisors’s Newell Brands NWL Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-114
Closed -$2K – 546
2019
Q4 		$2K Sell
114
-4
-3% -$77 ﹤0.01% 589
2019
Q3 		$2K Buy
118
+17
+17% +$274 ﹤0.01% 425
2019
Q2 		$2K Buy
+101
New +$1.51K ﹤0.01% 431

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Evolution Wealth Advisors's NWL Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Newell Brands (NWL) in Q1 2020, closing a stake of 114 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in NWL in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 506 funds tracked by Wall St. Rank hold NWL as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Newell Brands position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 114 Newell Brands shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Newell Brands in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Newell Brands position peaked at $2K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Newell Brands as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.