Simplicity Solutions’s NewtekOne NEWT Stock Holding History

Simplicity Solutions’s Portfolio NEWT Stock Details NEWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14,126	Closed	-$320K	–	846
2019 Q4	$320K	Buy	+14,126	New	+$319K	0.01%	659

Other funds holding NEWT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's NEWT Position: Q1 2020 in Review

Simplicity Solutions sold out of NewtekOne (NEWT) in Q1 2020, closing a stake of 14,126 shares — an estimated $320K sold.

Simplicity Solutions first reported a position in NEWT in Q4 2019 and held it in 1 quarter. The position peaked at $320K in Q4 2019. 69 funds tracked by Wall St. Rank hold NEWT as of Q1 2020.

Simplicity Solutions reported no remaining NewtekOne position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 14,126 NewtekOne shares in Q1 2020, an estimated $320K.
Simplicity Solutions first reported a position in NewtekOne in Q4 2019 and held it in 1 quarter.
Simplicity Solutions's NewtekOne position peaked at $320K in Q4 2019.
69 funds tracked by Wall St. Rank held NewtekOne as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.