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IHT Wealth Management’s Newell Brands NWL Stock Holding History

IHT 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
2022
Q3 		– Sell
-12,236
Closed -$233K – 897
2022
Q2 		$233K Buy
12,236
+750
+7% +$15.9K 0.02% 614
2022
Q1 		$246K Buy
+11,486
New +$265K 0.02% 642
2018
Q2 		– Sell
-2,030
Closed -$50K – 1043
2018
Q1 		$50K Sell
2,030
-496
-20% -$14K 0.01% 678
2017
Q4 		$81K Buy
2,526
+1,741
+222% +$60K 0.02% 550
2017
Q3 		$34K Buy
785
+78
+11% +$3.81K 0.01% 624
2017
Q2 		$13 Sell
707
-163
-19% -$8.27K 0.01% 894
2017
Q1 		$40K Sell
870
-79
-8% -$3.75K 0.03% 471
2016
Q4 		$43K Buy
+949
New +$45.9K 0.03% 419

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's NWL Position: Q3 2022 in Review

IHT Wealth Management sold out of Newell Brands (NWL) in Q3 2022, closing a stake of 12,236 shares — an estimated $233K sold.

IHT Wealth Management first reported a position in NWL in Q4 2016 and held it in 8 quarters. The position peaked at $246K in Q1 2022. 548 funds tracked by Wall St. Rank hold NWL as of Q3 2022.

  • IHT Wealth Management reported no remaining Newell Brands position as of Q3 2022 after selling out during the quarter.
  • IHT Wealth Management sold 12,236 Newell Brands shares in Q3 2022, an estimated $233K.
  • IHT Wealth Management first reported a position in Newell Brands in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's Newell Brands position peaked at $246K in Q1 2022.
  • 548 funds tracked by Wall St. Rank held Newell Brands as of Q3 2022.

Based on IHT Wealth Management's 13F filing for Q3 2022, filed 22 Nov 2022.