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Sowell Financial Services’s Newell Brands NWL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-8,517
Closed -$248K – 2001
2021
Q1 		$248K Buy
8,517
+5,952
+232% +$148K 0.01% 929
2020
Q4 		$54K Buy
+2,565
New +$50K ﹤0.01% 1365
2020
Q2 		– Sell
-518
Closed -$7K – 2601
2020
Q1 		$7K Sell
518
-4,736
-90% -$81.5K ﹤0.01% 1722
2019
Q4 		$101K Buy
5,254
+5,107
+3,474% +$98.4K 0.01% 917
2019
Q3 		$3K Buy
+147
New +$2.37K ﹤0.01% 1960
2018
Q4 		– Sell
-13,237
Closed -$269K – 508
2018
Q3 		$269K Buy
13,237
+381
+3% +$8.95K 0.04% 280
2018
Q2 		$263K Buy
12,856
+2,652
+26% +$69.1K 0.06% 239
2018
Q1 		$274K Buy
+10,204
New +$288K 0.07% 226

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's NWL Position: Q2 2021 in Review

Sowell Financial Services sold out of Newell Brands (NWL) in Q2 2021, closing a stake of 8,517 shares — an estimated $248K sold.

Sowell Financial Services first reported a position in NWL in Q1 2018 and held it in 8 quarters. The position peaked at $274K in Q1 2018. 563 funds tracked by Wall St. Rank hold NWL as of Q2 2021.

  • Sowell Financial Services reported no remaining Newell Brands position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8,517 Newell Brands shares in Q2 2021, an estimated $248K.
  • Sowell Financial Services first reported a position in Newell Brands in Q1 2018 and held it in 8 quarters.
  • Sowell Financial Services's Newell Brands position peaked at $274K in Q1 2018.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.