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Kingswood Wealth Advisors’s Newell Brands NWL Stock Holding History

Kingswood 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
-14,485
Closed -$116K – 699
2024
Q1 		$116K Buy
14,485
+60
+0.4% +$478 0.01% 597
2023
Q4 		$125K Buy
+14,425
New +$110K 0.01% 605

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

Kingswood Wealth Advisors's NWL Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 14,485 shares — an estimated $116K sold.

Kingswood Wealth Advisors first reported a position in NWL in Q4 2023 and held it in 2 quarters. The position peaked at $125K in Q4 2023. 403 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,485 Newell Brands shares in Q2 2024, an estimated $116K.
  • Kingswood Wealth Advisors first reported a position in Newell Brands in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Newell Brands position peaked at $125K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.