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Retirement Guys Formula’s Newell Brands NWL Stock Holding History

Retirement Guys Formula’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
Q3 		– Sell
-56,679
Closed -$493K – 135
2023
Q2 		$493K Buy
56,679
+23,008
+68% +$229K 0.29% 87
2023
Q1 		$419K Buy
33,671
+1,916
+6% +$27K 0.3% 100
2022
Q4 		$415K Buy
31,755
+9,432
+42% +$129K 0.34% 98
2022
Q3 		$310K Buy
22,323
+6,682
+43% +$125K 0.33% 92
2022
Q2 		$298K Buy
15,641
+4,997
+47% +$106K 0.31% 100
2022
Q1 		$228K Buy
+10,644
New +$246K 0.15% 120

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Retirement Guys Formula's NWL Position: Q3 2023 in Review

Retirement Guys Formula sold out of Newell Brands (NWL) in Q3 2023, closing a stake of 56,679 shares — an estimated $493K sold.

Retirement Guys Formula first reported a position in NWL in Q1 2022 and held it in 6 quarters. The position peaked at $493K in Q2 2023. 457 funds tracked by Wall St. Rank hold NWL as of Q3 2023.

  • Retirement Guys Formula reported no remaining Newell Brands position as of Q3 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 56,679 Newell Brands shares in Q3 2023, an estimated $493K.
  • Retirement Guys Formula first reported a position in Newell Brands in Q1 2022 and held it in 6 quarters.
  • Retirement Guys Formula's Newell Brands position peaked at $493K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Newell Brands as of Q3 2023.

Based on Retirement Guys Formula's 13F filing for Q3 2023, filed 13 Oct 2023.