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Hall Private Wealth Advisors’s Newell Brands NWL Stock Holding History

Hall Private Wealth Advisors’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
Q3 		– Sell
-14,357
Closed -$394K – 55
2021
Q2 		$394K Buy
+14,357
New +$396K 0.26% 38
2020
Q4 		$648K Buy
+30,534
New +$596K 0.53% 33

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hall Private Wealth Advisors's NWL Position: Q3 2021 in Review

Hall Private Wealth Advisors sold out of Newell Brands (NWL) in Q3 2021, closing a stake of 14,357 shares — an estimated $394K sold.

Hall Private Wealth Advisors first reported a position in NWL in Q4 2020 and held it in 2 quarters. The position peaked at $648K in Q4 2020. 548 funds tracked by Wall St. Rank hold NWL as of Q3 2021.

  • Hall Private Wealth Advisors reported no remaining Newell Brands position as of Q3 2021 after selling out during the quarter.
  • Hall Private Wealth Advisors sold 14,357 Newell Brands shares in Q3 2021, an estimated $394K.
  • Hall Private Wealth Advisors first reported a position in Newell Brands in Q4 2020 and held it in 2 quarters.
  • Hall Private Wealth Advisors's Newell Brands position peaked at $648K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held Newell Brands as of Q3 2021.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.