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Global Wealth Management Investment Advisory’s Newell Brands NWL Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-3,434
Closed -$55K – 563
2020
Q2 		$55K Hold
3,434
– – 0.02% 182
2020
Q1 		$46K Hold
3,434
– – 0.02% 174
2019
Q4 		$66K Hold
3,434
– – 0.03% 162
2019
Q3 		$64K Hold
3,434
– – 0.03% 154
2019
Q2 		$53K Hold
3,434
– – 0.03% 167
2019
Q1 		$53K Hold
3,434
– – 0.03% 198
2018
Q4 		$64K Buy
+3,434
New +$68.3K 0.04% 208

Other funds holding NWL

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's NWL Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Newell Brands (NWL) in Q3 2020, closing a stake of 3,434 shares — an estimated $55K sold.

Global Wealth Management Investment Advisory first reported a position in NWL in Q4 2018 and held it in 7 quarters. The position peaked at $66K in Q4 2019. 487 funds tracked by Wall St. Rank hold NWL as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Newell Brands position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 3,434 Newell Brands shares in Q3 2020, an estimated $55K.
  • Global Wealth Management Investment Advisory first reported a position in Newell Brands in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Newell Brands position peaked at $66K in Q4 2019.
  • 487 funds tracked by Wall St. Rank held Newell Brands as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.