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Heritage Wealth Advisors’s Newell Brands NWL Stock Holding History

Heritage 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
Q2 		– Sell
-2,000
Closed -$53.6K – 580
2021
Q1 		$53.6K Buy
2,000
+1,250
+167% +$31K ﹤0.01% 325
2020
Q4 		$16K Buy
+750
New +$14.6K ﹤0.01% 429

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.26B AUM 15.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's NWL Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Newell Brands (NWL) in Q2 2021, closing a stake of 2,000 shares — an estimated $53.6K sold.

Heritage Wealth Advisors first reported a position in NWL in Q4 2020 and held it in 2 quarters. The position peaked at $53.6K in Q1 2021. 563 funds tracked by Wall St. Rank hold NWL as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Newell Brands position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,000 Newell Brands shares in Q2 2021, an estimated $53.6K.
  • Heritage Wealth Advisors first reported a position in Newell Brands in Q4 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Newell Brands position peaked at $53.6K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.