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Mark Sheptoff Financial Planning’s Newell Brands NWL Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-4,100
Closed -$113K – 410
2021
Q2 		$113K Buy
+4,100
New +$113K 0.06% 135

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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's NWL Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Newell Brands (NWL) in Q3 2021, closing a stake of 4,100 shares — an estimated $113K sold.

Mark Sheptoff Financial Planning first reported a position in NWL in Q2 2021 and held it in 1 quarter. The position peaked at $113K in Q2 2021. 548 funds tracked by Wall St. Rank hold NWL as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Newell Brands position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4,100 Newell Brands shares in Q3 2021, an estimated $113K.
  • Mark Sheptoff Financial Planning first reported a position in Newell Brands in Q2 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Newell Brands position peaked at $113K in Q2 2021.
  • 548 funds tracked by Wall St. Rank held Newell Brands as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.