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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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return