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HighMark Wealth Management’s Newell Brands NWL Stock Holding History

HighMark Wealth Management’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
Q4 		– Sell
-182
Closed -$3K – 474
2020
Q3 		$3K Buy
+182
New +$3.04K ﹤0.01% 373

Other funds holding NWL

Vanguard Group
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Icahn Carl
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighMark Wealth Management's NWL Position: Q4 2020 in Review

HighMark Wealth Management sold out of Newell Brands (NWL) in Q4 2020, closing a stake of 182 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in NWL in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 519 funds tracked by Wall St. Rank hold NWL as of Q4 2020.

  • HighMark Wealth Management reported no remaining Newell Brands position as of Q4 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 182 Newell Brands shares in Q4 2020, an estimated $3K.
  • HighMark Wealth Management first reported a position in Newell Brands in Q3 2020 and held it in 1 quarter.
  • HighMark Wealth Management's Newell Brands position peaked at $3K in Q3 2020.
  • 519 funds tracked by Wall St. Rank held Newell Brands as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.