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Mission Wealth Management’s Newell Brands NWL Stock Holding History

Mission 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
2024
Q4 		– Sell
-13,673
Closed -$105K – 705
2024
Q3 		$105K Buy
+13,673
New +$97.9K ﹤0.01% 658

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Mission Wealth Management's NWL Position: Q4 2024 in Review

Mission Wealth Management sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 13,673 shares — an estimated $105K sold.

Mission Wealth Management first reported a position in NWL in Q3 2024 and held it in 1 quarter. The position peaked at $105K in Q3 2024. 446 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

  • Mission Wealth Management reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 13,673 Newell Brands shares in Q4 2024, an estimated $105K.
  • Mission Wealth Management first reported a position in Newell Brands in Q3 2024 and held it in 1 quarter.
  • Mission Wealth Management's Newell Brands position peaked at $105K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.