Gradient Investments’s NewtekOne NEWT Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-11	Closed	-$175	–	1872
2023 Q2	$175	Buy	+11	New	+$145	﹤0.01%	1649

Other funds holding NEWT

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Gradient Investments's NEWT Position: Q3 2023 in Review

Gradient Investments sold out of NewtekOne (NEWT) in Q3 2023, closing a stake of 11 shares — an estimated $175 sold.

Gradient Investments first reported a position in NEWT in Q2 2023 and held it in 1 quarter. The position peaked at $175 in Q2 2023. 84 funds tracked by Wall St. Rank hold NEWT as of Q3 2023.

Gradient Investments reported no remaining NewtekOne position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 11 NewtekOne shares in Q3 2023, an estimated $175.
Gradient Investments first reported a position in NewtekOne in Q2 2023 and held it in 1 quarter.
Gradient Investments's NewtekOne position peaked at $175 in Q2 2023.
84 funds tracked by Wall St. Rank held NewtekOne as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.