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IVC Wealth Advisors’s Newell Brands NWL Stock Holding History

IVC 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
2023
Q4 		– Sell
-14,741
Closed -$133K – 170
2023
Q3 		$133K Sell
14,741
-1,001
-6% -$9.96K 0.09% 145
2023
Q2 		$137K Buy
15,742
+1,692
+12% +$16.8K 0.09% 153
2023
Q1 		$175K Buy
14,050
+2,600
+23% +$36.7K 0.12% 141
2022
Q4 		$150K Buy
+11,450
New +$156K 0.11% 148

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

IVC Wealth Advisors's NWL Position: Q4 2023 in Review

IVC Wealth Advisors sold out of Newell Brands (NWL) in Q4 2023, closing a stake of 14,741 shares — an estimated $133K sold.

IVC Wealth Advisors first reported a position in NWL in Q4 2022 and held it in 4 quarters. The position peaked at $175K in Q1 2023. 456 funds tracked by Wall St. Rank hold NWL as of Q4 2023.

  • IVC Wealth Advisors reported no remaining Newell Brands position as of Q4 2023 after selling out during the quarter.
  • IVC Wealth Advisors sold 14,741 Newell Brands shares in Q4 2023, an estimated $133K.
  • IVC Wealth Advisors first reported a position in Newell Brands in Q4 2022 and held it in 4 quarters.
  • IVC Wealth Advisors's Newell Brands position peaked at $175K in Q1 2023.
  • 456 funds tracked by Wall St. Rank held Newell Brands as of Q4 2023.

Based on IVC Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.