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Schneider Downs Wealth Management Advisors’s Newell Brands NWL Stock Holding History

Schneider Downs Wealth Management 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
2020
Q1 		– Sell
-13,021
Closed -$250K – 98
2019
Q4 		$250K Hold
13,021
– – 0.07% 58
2019
Q3 		$244K Hold
13,021
– – 0.08% 57
2019
Q2 		$201K Hold
13,021
– – 0.07% 68
2019
Q1 		$200K Buy
+13,021
New +$239K 0.08% 64

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's NWL Position: Q1 2020 in Review

Schneider Downs Wealth Management Advisors sold out of Newell Brands (NWL) in Q1 2020, closing a stake of 13,021 shares — an estimated $250K sold.

Schneider Downs Wealth Management Advisors first reported a position in NWL in Q1 2019 and held it in 4 quarters. The position peaked at $250K in Q4 2019. 506 funds tracked by Wall St. Rank hold NWL as of Q1 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining Newell Brands position as of Q1 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 13,021 Newell Brands shares in Q1 2020, an estimated $250K.
  • Schneider Downs Wealth Management Advisors first reported a position in Newell Brands in Q1 2019 and held it in 4 quarters.
  • Schneider Downs Wealth Management Advisors's Newell Brands position peaked at $250K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Newell Brands as of Q1 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.