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International Private Wealth Advisors’s Newell Brands NWL Stock Holding History

International Private 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
2024
Q2 		– Sell
-27,073
Closed -$217K – 126
2024
Q1 		$217K Buy
27,073
+12,069
+80% +$96.1K 0.42% 106
2023
Q4 		$130K Buy
+15,004
New +$114K 0.13% 103

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

International Private Wealth Advisors's NWL Position: Q2 2024 in Review

International Private Wealth Advisors sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 27,073 shares — an estimated $217K sold.

International Private Wealth Advisors first reported a position in NWL in Q4 2023 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 403 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

  • International Private Wealth Advisors reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
  • International Private Wealth Advisors sold 27,073 Newell Brands shares in Q2 2024, an estimated $217K.
  • International Private Wealth Advisors first reported a position in Newell Brands in Q4 2023 and held it in 2 quarters.
  • International Private Wealth Advisors's Newell Brands position peaked at $217K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on International Private Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.