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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 $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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 $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's NWL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Newell Brands (NWL) in Q4 2021, closing a stake of 4,021 shares — an estimated $93K sold.

Liberty Wealth Management first reported a position in NWL in Q4 2018 and held it in 11 quarters. The position peaked at $93K in Q3 2021. 564 funds tracked by Wall St. Rank hold NWL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Newell Brands position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4,021 Newell Brands shares in Q4 2021, an estimated $93K.
  • Liberty Wealth Management first reported a position in Newell Brands in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Newell Brands position peaked at $93K in Q3 2021.
  • 564 funds tracked by Wall St. Rank held Newell Brands as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.