Laird Norton Wetherby Wealth Management’s NewtekOne NEWT Stock Holding History

Laird Norton Wetherby Wealth Management’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
2022 Q3	–	Sell	-18,000	Closed	-$340K	–	920
2022 Q2	$340K	Buy	18,000 +9,000	+100%	+$216K	0.02%	634
2022 Q1	$240K	Hold	9,000	–	–	0.01%	792
2021 Q4	$249K	Hold	9,000	–	–	0.01%	785
2021 Q3	$250K	Hold	9,000	–	–	0.02%	781
2021 Q2	$314K	Buy	+9,000	New	+$283K	0.02%	701

Other funds holding NEWT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NEWT Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of NewtekOne (NEWT) in Q3 2022, closing a stake of 18,000 shares — an estimated $340K sold.

Laird Norton Wetherby Wealth Management first reported a position in NEWT in Q2 2021 and held it in 5 quarters. The position peaked at $340K in Q2 2022. 74 funds tracked by Wall St. Rank hold NEWT as of Q3 2022.

Laird Norton Wetherby Wealth Management reported no remaining NewtekOne position as of Q3 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 18,000 NewtekOne shares in Q3 2022, an estimated $340K.
Laird Norton Wetherby Wealth Management first reported a position in NewtekOne in Q2 2021 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's NewtekOne position peaked at $340K in Q2 2022.
74 funds tracked by Wall St. Rank held NewtekOne as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.