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Kore Private Wealth’s Newell Brands NWL Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-978
Closed -$15K – 826
2020
Q2 		$15K Buy
978
+2
+0.2% +$27 ﹤0.01% 711
2020
Q1 		$13K Buy
+976
New +$16.8K ﹤0.01% 656

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kore Private Wealth's NWL Position: Q3 2020 in Review

Kore Private Wealth sold out of Newell Brands (NWL) in Q3 2020, closing a stake of 978 shares — an estimated $15K sold.

Kore Private Wealth first reported a position in NWL in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 486 funds tracked by Wall St. Rank hold NWL as of Q3 2020.

  • Kore Private Wealth reported no remaining Newell Brands position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 978 Newell Brands shares in Q3 2020, an estimated $15K.
  • Kore Private Wealth first reported a position in Newell Brands in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Newell Brands position peaked at $15K in Q2 2020.
  • 486 funds tracked by Wall St. Rank held Newell Brands as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.