Mirae Asset Global Investments
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Mirae Asset Global Investments’s NewtekOne NEWT Stock Holding History

Mirae Asset Global Investments’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,641
Closed -$161K – 2581
2023
Q4 		$161K Hold
11,641
– – ﹤0.01% 2378
2023
Q3 		$172K Hold
11,641
– – ﹤0.01% 2343
2023
Q2 		$185K Buy
+11,641
New +$153K ﹤0.01% 2370

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

Mirae Asset Global Investments's NEWT Position: Q1 2024 in Review

Mirae Asset Global Investments sold out of NewtekOne (NEWT) in Q1 2024, closing a stake of 11,641 shares — an estimated $161K sold.

Mirae Asset Global Investments first reported a position in NEWT in Q2 2023 and held it in 3 quarters. The position peaked at $185K in Q2 2023. 89 funds tracked by Wall St. Rank hold NEWT as of Q1 2024.

  • Mirae Asset Global Investments reported no remaining NewtekOne position as of Q1 2024 after selling out during the quarter.
  • Mirae Asset Global Investments sold 11,641 NewtekOne shares in Q1 2024, an estimated $161K.
  • Mirae Asset Global Investments first reported a position in NewtekOne in Q2 2023 and held it in 3 quarters.
  • Mirae Asset Global Investments's NewtekOne position peaked at $185K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held NewtekOne as of Q1 2024.

Based on Mirae Asset Global Investments's 13F filing for Q1 2024, filed 1 May 2024.