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Newbridge Financial Services Group’s Newell Brands NWL Stock Holding History

Newbridge Financial Services Group’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
-300
Closed -$3.92K – 1455
2022
Q4 		$3.92K Hold
300
– – ﹤0.01% 1107
2022
Q3 		$4K Hold
300
– – ﹤0.01% 1087
2022
Q2 		$6K Hold
300
– – ﹤0.01% 981
2022
Q1 		$6K Sell
300
-29
-9% -$670 ﹤0.01% 1065
2021
Q4 		$7K Buy
+329
New +$7.43K ﹤0.01% 1001

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.26B AUM 15.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's NWL Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 300 shares — an estimated $3.92K sold.

Newbridge Financial Services Group first reported a position in NWL in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 519 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 300 Newell Brands shares in Q1 2023, an estimated $3.92K.
  • Newbridge Financial Services Group first reported a position in Newell Brands in Q4 2021 and held it in 5 quarters.
  • Newbridge Financial Services Group's Newell Brands position peaked at $7K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.