High Net Worth Advisory Group’s Newell Brands NWL Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-300	Closed	-$3.92K	–	447
2022 Q4	$3.92K	Sell	300 -560	-65%	-$7.65K	﹤0.01%	555
2022 Q3	$12K	Hold	860	–	–	0.01%	513
2022 Q2	$16K	Hold	860	–	–	0.01%	485
2022 Q1	$18K	Sell	860 -233	-21%	-$5.38K	0.01%	469
2021 Q4	$24K	Buy	+1,093	New	+$24.7K	0.01%	439

Other funds holding NWL

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

High Net Worth Advisory Group's NWL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 300 shares — an estimated $3.92K sold.

High Net Worth Advisory Group first reported a position in NWL in Q4 2021 and held it in 5 quarters. The position peaked at $24K in Q4 2021. 519 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

High Net Worth Advisory Group reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 300 Newell Brands shares in Q1 2023, an estimated $3.92K.
High Net Worth Advisory Group first reported a position in Newell Brands in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Newell Brands position peaked at $24K in Q4 2021.
519 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.