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Focused Wealth Management’s Newell Brands NWL Stock Holding History

Focused Wealth Management’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
-916
Closed -$18K – 754
2019
Q4 		$18K Buy
+916
New +$17.6K ﹤0.01% 425
2019
Q3 		– Sell
-894
Closed -$14K – 760
2019
Q2 		$14K Buy
894
+214
+31% +$3.2K ﹤0.01% 468
2019
Q1 		$10K Buy
680
+207
+44% +$3.8K ﹤0.01% 467
2018
Q4 		$9K Buy
+473
New +$9.41K ﹤0.01% 471

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

Focused Wealth Management's NWL Position: Q1 2020 in Review

Focused Wealth Management sold out of Newell Brands (NWL) in Q1 2020, closing a stake of 916 shares — an estimated $18K sold.

Focused Wealth Management first reported a position in NWL in Q4 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 506 funds tracked by Wall St. Rank hold NWL as of Q1 2020.

  • Focused Wealth Management reported no remaining Newell Brands position as of Q1 2020 after selling out during the quarter.
  • Focused Wealth Management sold 916 Newell Brands shares in Q1 2020, an estimated $18K.
  • Focused Wealth Management first reported a position in Newell Brands in Q4 2018 and held it in 4 quarters.
  • Focused Wealth Management's Newell Brands position peaked at $18K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Newell Brands as of Q1 2020.

Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.