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Global Retirement Partners’s NewtekOne NEWT Stock Holding History

Global Retirement Partners’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
2024
Q4 		$1.14K Buy
89
+1
+1% +$14 ﹤0.01% 3249
2024
Q3 		$1.1K Buy
+88
New +$1.12K ﹤0.01% 3122

Other funds holding NEWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Retirement Partners's NEWT Position: Q4 2024 in Review

Global Retirement Partners increased its NewtekOne (NEWT) stake by 1.1% in Q4 2024, buying an estimated $14 and bringing the position to 89 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

Global Retirement Partners first reported a position in NEWT in Q3 2024 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold NEWT as of Q4 2024.

  • Global Retirement Partners held 89 shares of NewtekOne worth $1.14K as of Q4 2024.
  • Global Retirement Partners bought 1 NewtekOne share in Q4 2024, an estimated $14.
  • NewtekOne made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3249 holding.
  • Global Retirement Partners first reported a position in NewtekOne in Q3 2024 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held NewtekOne as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.