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NewEdge Advisors’s NewtekOne NEWT Stock Holding History

NewEdge Advisors’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
2024
Q1 		– Sell
-635
Closed -$8.76K – 3918
2023
Q4 		$8.76K Hold
635
– – ﹤0.01% 2913
2023
Q3 		$9.37K Hold
635
– – ﹤0.01% 2591
2023
Q2 		$10.1K Sell
635
-575
-48% -$7.58K ﹤0.01% 2595
2023
Q1 		$15.5K Buy
1,210
+50
+4% +$825 ﹤0.01% 2426
2022
Q4 		$19 Buy
+1,160
New +$19.3K ﹤0.01% 3610

Other funds holding NEWT

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

NewEdge Advisors's NEWT Position: Q1 2024 in Review

NewEdge Advisors sold out of NewtekOne (NEWT) in Q1 2024, closing a stake of 635 shares — an estimated $8.76K sold.

NewEdge Advisors first reported a position in NEWT in Q4 2022 and held it in 5 quarters. The position peaked at $15.5K in Q1 2023. 89 funds tracked by Wall St. Rank hold NEWT as of Q1 2024.

  • NewEdge Advisors reported no remaining NewtekOne position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 635 NewtekOne shares in Q1 2024, an estimated $8.76K.
  • NewEdge Advisors first reported a position in NewtekOne in Q4 2022 and held it in 5 quarters.
  • NewEdge Advisors's NewtekOne position peaked at $15.5K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held NewtekOne as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.