Patriot Financial Group Insurance Agency’s Newell Brands NWL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,656	Closed	-$32K	–	1428
2022 Q2	$32K	Buy	1,656 +157	+10%	+$3.34K	0.01%	874
2022 Q1	$32K	Sell	1,499 -48	-3%	-$1.11K	0.01%	915
2021 Q4	$34K	Sell	1,547 -9	-0.6%	-$203	0.01%	1013
2021 Q3	$34K	Buy	1,556 +980	+170%	+$25K	0.01%	1009
2021 Q2	$16K	Buy	576 +487	+547%	+$13.4K	﹤0.01%	1276
2021 Q1	$2K	Buy	+89	New	+$2.21K	﹤0.01%	1798

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NWL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Newell Brands (NWL) in Q3 2022, closing a stake of 1,656 shares — an estimated $32K sold.

Patriot Financial Group Insurance Agency first reported a position in NWL in Q1 2021 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 549 funds tracked by Wall St. Rank hold NWL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Newell Brands position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,656 Newell Brands shares in Q3 2022, an estimated $32K.
Patriot Financial Group Insurance Agency first reported a position in Newell Brands in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Newell Brands position peaked at $34K in Q4 2021.
549 funds tracked by Wall St. Rank held Newell Brands as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.