NFG
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Next Financial Group’s Newell Brands NWL Stock Holding History

Next Financial 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
2021
Q4 		$17K Sell
762
-3,365
-82% -$76K ﹤0.01% 1964
2021
Q3 		$92K Sell
4,127
-1,365
-25% -$34.9K 0.01% 1147
2021
Q2 		$151K Sell
5,492
-9,472
-63% -$261K 0.01% 928
2021
Q1 		$401K Sell
14,964
-1,806
-11% -$44.8K 0.04% 506
2020
Q4 		$357K Buy
16,770
+15,740
+1,528% +$307K 0.03% 495
2020
Q3 		$18K Buy
+1,030
New +$17.2K ﹤0.01% 1453
2020
Q2 		– Sell
-1,030
Closed -$14K – 1465
2020
Q1 		$14K Sell
1,030
-13,164
-93% -$227K ﹤0.01% 1407
2019
Q4 		$273K Buy
14,194
+13,424
+1,743% +$259K 0.03% 573
2019
Q3 		$15K Hold
770
– – ﹤0.01% 1559
2019
Q2 		$12K Buy
770
+498
+183% +$7.46K ﹤0.01% 1628
2019
Q1 		$5K Sell
272
-4,403
-94% -$80.9K ﹤0.01% 1266
2018
Q4 		$87K Sell
4,675
-32
-0.7% -$636 0.02% 632
2018
Q3 		$96K Buy
+4,707
New +$111K 0.04% 365
2018
Q2 		– Sell
-11,555
Closed -$294K – 350
2018
Q1 		$294K Buy
+11,555
New +$327K 0.06% 294
2017
Q4 		– Sell
-1,240
Closed -$53K – 1019
2017
Q3 		$53K Buy
1,240
+1,140
+1,140% +$55.7K 0.01% 680
2017
Q2 		$5K Hold
100
– – ﹤0.01% 1551
2017
Q1 		$5K Hold
100
– – ﹤0.01% 1519
2016
Q4 		$4K Hold
100
– – ﹤0.01% 2002
2016
Q3 		$5K Hold
100
– – ﹤0.01% 1935
2016
Q2 		$4K Hold
100
– – ﹤0.01% 1471
2016
Q1 		$4K Hold
100
– – ﹤0.01% 1430
2015
Q4 		$4K Hold
100
– – ﹤0.01% 1460
2015
Q3 		$3K Hold
100
– – ﹤0.01% 1556
2015
Q2 		$4K Hold
100
– – ﹤0.01% 1545
2015
Q1 		$3K Sell
100
-250
-71% -$9.63K ﹤0.01% 1622
2014
Q4 		$13K Hold
350
– – ﹤0.01% 1154
2014
Q3 		$12K Buy
+350
New +$11.6K ﹤0.01% 1676

Other funds holding NWL

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Next Financial Group's NWL Position: Q4 2021 in Review

Next Financial Group reduced its Newell Brands (NWL) stake by 82% in Q4 2021, selling an estimated $76K and leaving 762 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Next Financial Group first reported a position in NWL in Q3 2014 and has held it in 27 quarters since. The position peaked at $401K in Q1 2021. 563 funds tracked by Wall St. Rank hold NWL as of Q4 2021.

  • Next Financial Group held 762 shares of Newell Brands worth $17K as of Q4 2021.
  • Next Financial Group sold 3,365 Newell Brands shares in Q4 2021, an estimated $76K.
  • Newell Brands made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1964 holding.
  • Next Financial Group first reported a position in Newell Brands in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's Newell Brands position peaked at $401K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.