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JP Morgan Private Wealth Advisors’s Newell Brands NWL Stock Holding History

JP Morgan 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
2022
Q4 		– Sell
-12,330
Closed -$171K – 1979
2022
Q3 		$171K Buy
12,330
+1,073
+10% +$20K ﹤0.01% 1833
2022
Q2 		$214K Sell
11,257
-1,237
-10% -$26.3K ﹤0.01% 1796
2022
Q1 		$267K Buy
12,494
+118
+1% +$2.73K ﹤0.01% 1799
2021
Q4 		$270K Buy
12,376
+1,973
+19% +$44.6K ﹤0.01% 1787
2021
Q3 		$230K Buy
+10,403
New +$266K ﹤0.01% 1797
2021
Q2 		– Sell
-7,746
Closed -$207K – 1926
2021
Q1 		$207K Buy
+7,746
New +$192K ﹤0.01% 1677
2018
Q1 		– Sell
-7,178
Closed -$222K – 1351
2017
Q4 		$222K Sell
7,178
-25,552
-78% -$881K ﹤0.01% 1156
2017
Q3 		$1.4M Sell
32,730
-4,055
-11% -$198K 0.01% 543
2017
Q2 		$1.97M Sell
36,785
-19,948
-35% -$1.01M 0.02% 464
2017
Q1 		$2.68M Sell
56,733
-4,613
-8% -$219K 0.02% 419
2016
Q4 		$2.74M Buy
61,346
+8,314
+16% +$402K 0.02% 380
2016
Q3 		$2.79M Sell
53,032
-1,949
-4% -$101K 0.03% 367
2016
Q2 		$2.67M Buy
54,981
+36,141
+192% +$1.69M 0.03% 379
2016
Q1 		$834K Buy
18,840
+3,465
+23% +$136K 0.01% 598
2015
Q4 		$677K Buy
+15,375
New +$673K 0.01% 614

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $8.26B AUM 15.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NWL Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Newell Brands (NWL) in Q4 2022, closing a stake of 12,330 shares — an estimated $171K sold.

JP Morgan Private Wealth Advisors first reported a position in NWL in Q4 2015 and held it in 15 quarters. The position peaked at $2.79M in Q3 2016. 541 funds tracked by Wall St. Rank hold NWL as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Newell Brands position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,330 Newell Brands shares in Q4 2022, an estimated $171K.
  • JP Morgan Private Wealth Advisors first reported a position in Newell Brands in Q4 2015 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Newell Brands position peaked at $2.79M in Q3 2016.
  • 541 funds tracked by Wall St. Rank held Newell Brands as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.