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Navellier & Associates’s NewtekOne NEWT Stock Holding History

Navellier & Associates’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
2020
Q3 		– Sell
-28,006
Closed -$510K – 254
2020
Q2 		$510K Sell
28,006
-26,255
-48% -$416K 0.12% 134
2020
Q1 		$717K Sell
54,261
-2,529
-4% -$48.1K 0.17% 110
2019
Q4 		$1.29M Buy
56,790
+3,010
+6% +$67.9K 0.21% 119
2019
Q3 		$1.21M Buy
+53,780
New +$1.19M 0.2% 117

Other funds holding NEWT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navellier & Associates's NEWT Position: Q3 2020 in Review

Navellier & Associates sold out of NewtekOne (NEWT) in Q3 2020, closing a stake of 28,006 shares — an estimated $510K sold.

Navellier & Associates first reported a position in NEWT in Q3 2019 and held it in 4 quarters. The position peaked at $1.29M in Q4 2019. 50 funds tracked by Wall St. Rank hold NEWT as of Q3 2020.

  • Navellier & Associates reported no remaining NewtekOne position as of Q3 2020 after selling out during the quarter.
  • Navellier & Associates sold 28,006 NewtekOne shares in Q3 2020, an estimated $510K.
  • Navellier & Associates first reported a position in NewtekOne in Q3 2019 and held it in 4 quarters.
  • Navellier & Associates's NewtekOne position peaked at $1.29M in Q4 2019.
  • 50 funds tracked by Wall St. Rank held NewtekOne as of Q3 2020.

Based on Navellier & Associates's 13F filing for Q3 2020, filed 9 Nov 2020.