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Piershale Financial Group’s Newell Brands NWL Stock Holding History

Piershale 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
2023
Q2 		$2.17K Hold
250
– – ﹤0.01% 217
2023
Q1 		$3.11K Hold
250
– – ﹤0.01% 214
2022
Q4 		$3.27K Buy
+250
New +$3.42K ﹤0.01% 215

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Piershale Financial Group's NWL Position: Q2 2023 in Review

Piershale Financial Group held its Newell Brands (NWL) position steady in Q2 2023 at 250 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Piershale Financial Group first reported a position in NWL in Q4 2022 and has held it in 3 quarters since. The position peaked at $3.27K in Q4 2022. 486 funds tracked by Wall St. Rank hold NWL as of Q2 2023.

  • Piershale Financial Group held 250 shares of Newell Brands worth $2.17K as of Q2 2023.
  • Piershale Financial Group left its Newell Brands share count unchanged in Q2 2023.
  • Newell Brands made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #217 holding.
  • Piershale Financial Group first reported a position in Newell Brands in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Newell Brands position peaked at $3.27K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held Newell Brands as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.