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JOYN Advisors’s Newell Brands NWL Stock Holding History

JOYN 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
Q1 		– Sell
-1,738
Closed -$32K – 974
2018
Q4 		$32K Buy
1,738
+1,215
+232% +$24.2K 0.01% 489
2018
Q3 		$11K Sell
523
-156
-23% -$3.66K ﹤0.01% 921
2018
Q2 		$18K Buy
679
+621
+1,071% +$16.2K ﹤0.01% 717
2018
Q1 		$1K Buy
+58
New +$1.64K ﹤0.01% 1204

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JOYN Advisors's NWL Position: Q1 2019 in Review

JOYN Advisors sold out of Newell Brands (NWL) in Q1 2019, closing a stake of 1,738 shares — an estimated $32K sold.

JOYN Advisors first reported a position in NWL in Q1 2018 and held it in 4 quarters. The position peaked at $32K in Q4 2018. 563 funds tracked by Wall St. Rank hold NWL as of Q1 2019.

  • JOYN Advisors reported no remaining Newell Brands position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,738 Newell Brands shares in Q1 2019, an estimated $32K.
  • JOYN Advisors first reported a position in Newell Brands in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Newell Brands position peaked at $32K in Q4 2018.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.