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Intercontinental Wealth Advisors’s Newell Brands NWL Stock Holding History

Intercontinental 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
2019
Q4 		– Sell
-1,882
Closed -$35K – 399
2019
Q3 		$35K Buy
1,882
+423
+29% +$6.82K 0.02% 235
2019
Q2 		$22K Buy
1,459
+23
+2% +$344 0.01% 270
2019
Q1 		$22K Buy
1,436
+418
+41% +$7.68K 0.01% 301
2018
Q4 		$19K Buy
+1,018
New +$20.2K 0.01% 317

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's NWL Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Newell Brands (NWL) in Q4 2019, closing a stake of 1,882 shares — an estimated $35K sold.

Intercontinental Wealth Advisors first reported a position in NWL in Q4 2018 and held it in 4 quarters. The position peaked at $35K in Q3 2019. 564 funds tracked by Wall St. Rank hold NWL as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Newell Brands position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,882 Newell Brands shares in Q4 2019, an estimated $35K.
  • Intercontinental Wealth Advisors first reported a position in Newell Brands in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Newell Brands position peaked at $35K in Q3 2019.
  • 564 funds tracked by Wall St. Rank held Newell Brands as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.