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Legacy Capital Wealth Partners’s NewtekOne NEWT Stock Holding History

Legacy Capital Wealth Partners’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
-35,414
Closed -$670K – 54
2022
Q2 		$670K Buy
35,414
+251
+0.7% +$6.02K 0.34% 46
2022
Q1 		$939K Buy
+35,163
New +$948K 0.4% 46

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
BA
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

Legacy Capital Wealth Partners's NEWT Position: Q3 2022 in Review

Legacy Capital Wealth Partners sold out of NewtekOne (NEWT) in Q3 2022, closing a stake of 35,414 shares — an estimated $670K sold.

Legacy Capital Wealth Partners first reported a position in NEWT in Q1 2022 and held it in 2 quarters. The position peaked at $939K in Q1 2022. 74 funds tracked by Wall St. Rank hold NEWT as of Q3 2022.

  • Legacy Capital Wealth Partners reported no remaining NewtekOne position as of Q3 2022 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 35,414 NewtekOne shares in Q3 2022, an estimated $670K.
  • Legacy Capital Wealth Partners first reported a position in NewtekOne in Q1 2022 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's NewtekOne position peaked at $939K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held NewtekOne as of Q3 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.