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Regent Peak Wealth Advisors’s Newell Brands NWL Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-205
Closed -$4K – 704
2020
Q4 		$4K Buy
+205
New +$4K ﹤0.01% 709

Other funds holding NWL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's NWL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Newell Brands (NWL) in Q1 2021, closing a stake of 205 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in NWL in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 541 funds tracked by Wall St. Rank hold NWL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Newell Brands position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 205 Newell Brands shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in Newell Brands in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Newell Brands position peaked at $4K in Q4 2020.
  • 541 funds tracked by Wall St. Rank held Newell Brands as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.