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First Personal Financial Services’s Newell Brands NWL Stock Holding History

First Personal Financial Services’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
-34
Closed -$1K – 453
2019
Q4 		$1K Hold
34
– – ﹤0.01% 468
2019
Q3 		$1K Hold
34
– – ﹤0.01% 491
2019
Q2 		$1K Buy
+34
New +$509 ﹤0.01% 742
2017
Q1 		– Sell
-271
Closed -$13K – 922
2016
Q4 		$13K Buy
271
+144
+113% +$6.97K ﹤0.01% 647
2016
Q3 		$7K Sell
127
-62
-33% -$3.21K ﹤0.01% 663
2016
Q2 		$9K Buy
+189
New +$8.83K ﹤0.01% 590

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 $3.38T AUM 44.17% 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

First Personal Financial Services's NWL Position: Q1 2020 in Review

First Personal Financial Services sold out of Newell Brands (NWL) in Q1 2020, closing a stake of 34 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in NWL in Q2 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2016. 506 funds tracked by Wall St. Rank hold NWL as of Q1 2020.

  • First Personal Financial Services reported no remaining Newell Brands position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 34 Newell Brands shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Newell Brands in Q2 2016 and held it in 6 quarters.
  • First Personal Financial Services's Newell Brands position peaked at $13K in Q4 2016.
  • 506 funds tracked by Wall St. Rank held Newell Brands as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.