LWM
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Liberty Wealth Management’s Newell Brands NWL Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-4,021
Closed -$93K – 793
2021
Q3 		$93K Buy
4,021
+2,662
+196% +$68K 0.03% 307
2021
Q2 		$37K Buy
1,359
+913
+205% +$25.2K 0.01% 382
2021
Q1 		$10K Hold
446
– – ﹤0.01% 600
2020
Q4 		$10K Buy
446
+9
+2% +$176 ﹤0.01% 593
2020
Q3 		$7K Hold
437
– – ﹤0.01% 578
2020
Q2 		$7K Hold
437
– – ﹤0.01% 552
2020
Q1 		$6K Sell
437
-1,462
-77% -$25.2K 0.01% 550
2019
Q4 		$36K Buy
+1,899
New +$36.6K 0.03% 314
2019
Q3 		– Sell
-471
Closed -$7K – 941
2019
Q2 		$7K Buy
471
+427
+970% +$6.39K 0.01% 598
2019
Q1 		$0 Sell
44
-90
-67% -$1.65K ﹤0.01% 814
2018
Q4 		$2K Buy
+134
New +$2.67K ﹤0.01% 679

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return