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Founders Financial Alliance’s Newell Brands NWL Stock Holding History

Founders Financial Alliance’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
2021
Q4 		– Sell
-12,082
Closed -$267K – 487
2021
Q3 		$267K Buy
12,082
+1
+0% +$26 0.12% 173
2021
Q2 		$331K Buy
12,081
+44
+0.4% +$1.21K 0.15% 155
2021
Q1 		$342K Sell
12,037
-64
-0.5% -$1.59K 0.17% 135
2020
Q4 		$257K Buy
12,101
+479
+4% +$9.34K 0.15% 158
2020
Q3 		$200K Buy
+11,622
New +$194K 0.12% 158

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Founders Financial Alliance's NWL Position: Q4 2021 in Review

Founders Financial Alliance sold out of Newell Brands (NWL) in Q4 2021, closing a stake of 12,082 shares — an estimated $267K sold.

Founders Financial Alliance first reported a position in NWL in Q3 2020 and held it in 5 quarters. The position peaked at $342K in Q1 2021. 563 funds tracked by Wall St. Rank hold NWL as of Q4 2021.

  • Founders Financial Alliance reported no remaining Newell Brands position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 12,082 Newell Brands shares in Q4 2021, an estimated $267K.
  • Founders Financial Alliance first reported a position in Newell Brands in Q3 2020 and held it in 5 quarters.
  • Founders Financial Alliance's Newell Brands position peaked at $342K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q4 2021.

Based on Founders Financial Alliance's 13F filing for Q4 2021, filed 14 Feb 2022.