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My Legacy Advisors’s Newell Brands NWL Stock Holding History

My Legacy Advisors’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
Q2 		– Sell
-23,021
Closed -$281K – 217
2023
Q1 		$281K Buy
23,021
+2,431
+12% +$34.3K 0.12% 183
2022
Q4 		$332K Sell
20,590
-3,530
-15% -$48.2K 0.14% 177
2022
Q3 		$353K Sell
24,120
-630
-3% -$11.8K 0.18% 171
2022
Q2 		$467K Buy
24,750
+6,770
+38% +$144K 0.23% 146
2022
Q1 		$385K Buy
+17,980
New +$416K 0.18% 147

Other funds holding NWL

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
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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

My Legacy Advisors's NWL Position: Q2 2023 in Review

My Legacy Advisors sold out of Newell Brands (NWL) in Q2 2023, closing a stake of 23,021 shares — an estimated $281K sold.

My Legacy Advisors first reported a position in NWL in Q1 2022 and held it in 5 quarters. The position peaked at $467K in Q2 2022. 485 funds tracked by Wall St. Rank hold NWL as of Q2 2023.

  • My Legacy Advisors reported no remaining Newell Brands position as of Q2 2023 after selling out during the quarter.
  • My Legacy Advisors sold 23,021 Newell Brands shares in Q2 2023, an estimated $281K.
  • My Legacy Advisors first reported a position in Newell Brands in Q1 2022 and held it in 5 quarters.
  • My Legacy Advisors's Newell Brands position peaked at $467K in Q2 2022.
  • 485 funds tracked by Wall St. Rank held Newell Brands as of Q2 2023.

Based on My Legacy Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.