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Rise Advisors’s Newell Brands NWL Stock Holding History

Rise 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
2024
Q4 		– Sell
-252
Closed -$1.94K – 1184
2024
Q3 		$1.94K Buy
252
+2
+0.8% +$14 ﹤0.01% 1133
2024
Q2 		$1.6K Buy
250
+3
+1% +$22 ﹤0.01% 1135
2024
Q1 		$1.98K Buy
247
+2
+0.8% +$16 ﹤0.01% 1142
2023
Q4 		$2.13K Sell
245
-226
-48% -$1.72K ﹤0.01% 460
2023
Q3 		$4.26K Buy
471
+3
+0.6% +$30 ﹤0.01% 390
2023
Q2 		$4.07K Buy
468
+4
+0.9% +$40 ﹤0.01% 439
2023
Q1 		$5.77K Buy
464
+109
+31% +$1.54K ﹤0.01% 433
2022
Q4 		$4.65K Sell
355
-113
-24% -$1.54K ﹤0.01% 453
2022
Q3 		$6K Buy
468
+6
+1% +$112 0.01% 415
2022
Q2 		$9K Buy
462
+6
+1% +$127 0.01% 354
2022
Q1 		$10K Buy
+456
New +$10.5K 0.01% 329

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Rise Advisors's NWL Position: Q4 2024 in Review

Rise Advisors sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 252 shares — an estimated $1.94K sold.

Rise Advisors first reported a position in NWL in Q1 2022 and held it in 11 quarters. The position peaked at $10K in Q1 2022. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

  • Rise Advisors reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 252 Newell Brands shares in Q4 2024, an estimated $1.94K.
  • Rise Advisors first reported a position in Newell Brands in Q1 2022 and held it in 11 quarters.
  • Rise Advisors's Newell Brands position peaked at $10K in Q1 2022.
  • 447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.