Lenox Wealth Advisors’s Newell Brands NWL Stock Holding History

Lenox 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
2022 Q1	$41K	Hold	1,851	–	–	0.01%	267
2021 Q4	$40K	Hold	1,851	–	–	﹤0.01%	288
2021 Q3	$41K	Hold	1,851	–	–	0.01%	261
2021 Q2	$51K	Hold	1,851	–	–	0.01%	229
2021 Q1	$50K	Hold	1,851	–	–	0.01%	189
2020 Q4	$39K	Hold	1,851	–	–	0.01%	214
2020 Q3	$32K	Hold	1,851	–	–	﹤0.01%	217
2020 Q2	$29K	Hold	1,851	–	–	﹤0.01%	236
2020 Q1	$25K	Sell	1,851 -19	-1%	-$327	﹤0.01%	225
2019 Q4	$36K	Buy	1,870 +19	+1%	+$366	0.01%	227
2019 Q3	$35K	Buy	+1,851	New	+$29.8K	0.01%	190
2018 Q3	–	Sell	-14	Closed	–	–	489
2018 Q2	$0	Buy	+14	New	+$365	﹤0.01%	614
2017 Q1	–	Sell	-566	Closed	-$25K	–	105
2016 Q4	$25K	Hold	566	–	–	0.01%	73
2016 Q3	$30K	Hold	566	–	–	0.01%	114
2016 Q2	$27K	Hold	566	–	–	0.01%	119
2016 Q1	$25K	Sell	566 -20	-3%	-$784	0.01%	121
2015 Q4	$26K	Buy	586 +20	+4%	+$875	0.01%	121
2015 Q3	$22K	Buy	566 +283	+100%	+$11.9K	0.01%	128
2015 Q2	$12K	Sell	283 -283	-50%	-$11.3K	0.01%	126
2015 Q1	$22K	Hold	566	–	–	0.01%	121
2014 Q4	$22K	Hold	566	–	–	0.01%	130
2014 Q3	$19K	Hold	566	–	–	0.01%	132
2014 Q2	$18K	Hold	566	–	–	0.01%	113
2014 Q1	$17K	Buy	+566	New	+$17.6K	0.01%	108

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lenox Wealth Advisors's NWL Position: Q1 2022 in Review

Lenox Wealth Advisors held its Newell Brands (NWL) position steady in Q1 2022 at 1,851 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #267.

Lenox Wealth Advisors first reported a position in NWL in Q1 2014 and has held it in 24 quarters since. The position peaked at $51K in Q2 2021. 570 funds tracked by Wall St. Rank hold NWL as of Q1 2022.

Lenox Wealth Advisors held 1,851 shares of Newell Brands worth $41K as of Q1 2022.
Lenox Wealth Advisors left its Newell Brands share count unchanged in Q1 2022.
Newell Brands made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #267 holding.
Lenox Wealth Advisors first reported a position in Newell Brands in Q1 2014 and has held it in 24 quarters since.
Lenox Wealth Advisors's Newell Brands position peaked at $51K in Q2 2021.
570 funds tracked by Wall St. Rank held Newell Brands as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.