Minot Wealth Management’s Newell Brands NWL Stock Holding History

Minot 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
2022 Q2	$245K	Sell	12,862 -43,900	-77%	-$933K	0.06%	160
2022 Q1	$1.22M	Sell	56,762 -4,895	-8%	-$113K	0.26%	73
2021 Q4	$1.35M	Sell	61,657 -20,065	-25%	-$453K	0.26%	74
2021 Q3	$1.81M	Sell	81,722 -37,068	-31%	-$947K	0.39%	64
2021 Q2	$3.14M	Buy	118,790 +10,268	+9%	+$283K	0.69%	42
2021 Q1	$2.91M	Buy	108,522 +38,560	+55%	+$957K	0.74%	45
2020 Q4	$1.49M	Buy	69,962 +55,100	+371%	+$1.07M	0.44%	60
2020 Q3	$255K	Buy	+14,862	New	+$248K	0.1%	120

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Minot Wealth Management's NWL Position: Q2 2022 in Review

Minot Wealth Management reduced its Newell Brands (NWL) stake by 77% in Q2 2022, selling an estimated $933K and leaving 12,862 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #160.

Minot Wealth Management first reported a position in NWL in Q3 2020 and has held it in 8 quarters since. The position peaked at $3.14M in Q2 2021. 567 funds tracked by Wall St. Rank hold NWL as of Q2 2022.

Minot Wealth Management held 12,862 shares of Newell Brands worth $245K as of Q2 2022.
Minot Wealth Management sold 43,900 Newell Brands shares in Q2 2022, an estimated $933K.
Newell Brands made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #160 holding.
Minot Wealth Management first reported a position in Newell Brands in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's Newell Brands position peaked at $3.14M in Q2 2021.
567 funds tracked by Wall St. Rank held Newell Brands as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.