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Kessler Investment Group’s NewtekOne NEWT Stock Holding History

Kessler Investment Group’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-340
Closed -$9K – 184
2021
Q3 		$9K Buy
+340
New +$10.3K 0.01% 128

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Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Kessler Investment Group's NEWT Position: Q4 2021 in Review

Kessler Investment Group sold out of NewtekOne (NEWT) in Q4 2021, closing a stake of 340 shares — an estimated $9K sold.

Kessler Investment Group first reported a position in NEWT in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 74 funds tracked by Wall St. Rank hold NEWT as of Q4 2021.

  • Kessler Investment Group reported no remaining NewtekOne position as of Q4 2021 after selling out during the quarter.
  • Kessler Investment Group sold 340 NewtekOne shares in Q4 2021, an estimated $9K.
  • Kessler Investment Group first reported a position in NewtekOne in Q3 2021 and held it in 1 quarter.
  • Kessler Investment Group's NewtekOne position peaked at $9K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held NewtekOne as of Q4 2021.

Based on Kessler Investment Group's 13F filing for Q4 2021, filed 16 Feb 2022.