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Financial Management Professionals’s NewtekOne NEWT Stock Holding History

Financial Management Professionals’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
2022
Q3 		– Sell
-14
Closed – – 1046
2022
Q2 		$0 Hold
14
– – ﹤0.01% 1067
2022
Q1 		$0 Buy
+14
New +$377 ﹤0.01% 1111

Other funds holding NEWT

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Financial Management Professionals's NEWT Position: Q3 2022 in Review

Financial Management Professionals sold out of NewtekOne (NEWT) in Q3 2022, closing a stake of 14 shares.

Financial Management Professionals first reported a position in NEWT in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 74 funds tracked by Wall St. Rank hold NEWT as of Q3 2022.

  • Financial Management Professionals reported no remaining NewtekOne position as of Q3 2022 after selling out during the quarter.
  • Financial Management Professionals sold 14 NewtekOne shares in Q3 2022.
  • Financial Management Professionals first reported a position in NewtekOne in Q1 2022 and held it in 2 quarters.
  • Financial Management Professionals's NewtekOne position peaked at $0 in Q2 2022.
  • 74 funds tracked by Wall St. Rank held NewtekOne as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.