FinTrust Capital Advisors’s Newell Brands NWL Stock Holding History

FinTrust Capital 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
2024 Q2	–	Sell	-489	Closed	-$3.93K	–	1406
2024 Q1	$3.93K	Buy	+489	New	+$3.89K	﹤0.01%	1031
2021 Q1	–	Sell	-2,000	Closed	-$42K	–	1160
2020 Q4	$42K	Hold	2,000	–	–	0.01%	527
2020 Q3	$34	Hold	2,000	–	–	0.01%	559
2020 Q2	$32K	Hold	2,000	–	–	0.01%	562
2020 Q1	$27K	Sell	2,000 -121	-6%	-$2.08K	0.01%	567
2019 Q4	$41K	Buy	2,121 +121	+6%	+$2.33K	0.02%	479
2019 Q3	$37K	Hold	2,000	–	–	0.01%	514
2019 Q2	$31K	Hold	2,000	–	–	0.01%	511
2019 Q1	$31K	Buy	+2,000	New	+$36.7K	0.01%	494

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

FinTrust Capital Advisors's NWL Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 489 shares — an estimated $3.93K sold.

FinTrust Capital Advisors first reported a position in NWL in Q1 2019 and held it in 9 quarters. The position peaked at $42K in Q4 2020. 403 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

FinTrust Capital Advisors reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 489 Newell Brands shares in Q2 2024, an estimated $3.93K.
FinTrust Capital Advisors first reported a position in Newell Brands in Q1 2019 and held it in 9 quarters.
FinTrust Capital Advisors's Newell Brands position peaked at $42K in Q4 2020.
403 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.