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Prospera Financial Services’s Newell Brands NWL Stock Holding History

Prospera Financial Services’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
-429
Closed -$8K – 1354
2022
Q2 		$8K Sell
429
-378
-47% -$8.03K ﹤0.01% 1394
2022
Q1 		$17K Buy
+807
New +$18.7K ﹤0.01% 1805
2020
Q4 		– Sell
-179
Closed -$3K – 1269
2020
Q3 		$3K Buy
+179
New +$2.99K ﹤0.01% 1403
2018
Q3 		– Sell
-9,094
Closed -$247K – 443
2018
Q2 		$247K Buy
+9,094
New +$237K 0.03% 394

Other funds holding NWL

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prospera Financial Services's NWL Position: Q3 2022 in Review

Prospera Financial Services sold out of Newell Brands (NWL) in Q3 2022, closing a stake of 429 shares — an estimated $8K sold.

Prospera Financial Services first reported a position in NWL in Q2 2018 and held it in 4 quarters. The position peaked at $247K in Q2 2018. 549 funds tracked by Wall St. Rank hold NWL as of Q3 2022.

  • Prospera Financial Services reported no remaining Newell Brands position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 429 Newell Brands shares in Q3 2022, an estimated $8K.
  • Prospera Financial Services first reported a position in Newell Brands in Q2 2018 and held it in 4 quarters.
  • Prospera Financial Services's Newell Brands position peaked at $247K in Q2 2018.
  • 549 funds tracked by Wall St. Rank held Newell Brands as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.