MCC
NWL icon

Money Concepts Capital’s Newell Brands NWL Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-403
Closed -$5.27K – 2068
2022
Q4 		$5.27K Buy
403
+7
+2% +$96 ﹤0.01% 2320
2022
Q3 		$6K Buy
396
+253
+177% +$4.72K ﹤0.01% 1179
2022
Q2 		$3K Sell
143
-1,060
-88% -$22.5K ﹤0.01% 1270
2022
Q1 		$26K Buy
+1,203
New +$27.8K ﹤0.01% 1499

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's NWL Position: Q1 2023 in Review

Money Concepts Capital sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 403 shares — an estimated $5.27K sold.

Money Concepts Capital first reported a position in NWL in Q1 2022 and held it in 4 quarters. The position peaked at $26K in Q1 2022. 518 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

  • Money Concepts Capital reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 403 Newell Brands shares in Q1 2023, an estimated $5.27K.
  • Money Concepts Capital first reported a position in Newell Brands in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Newell Brands position peaked at $26K in Q1 2022.
  • 518 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.