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Strategic Global Advisors’s Newell Brands NWL Stock Holding History

Strategic Global 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
2022
Q3 		– Sell
-33,342
Closed -$635K – 151
2022
Q2 		$635K Buy
+33,342
New +$708K 0.1% 113

Other funds holding NWL

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Vanguard Group
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Global Advisors's NWL Position: Q3 2022 in Review

Strategic Global Advisors sold out of Newell Brands (NWL) in Q3 2022, closing a stake of 33,342 shares — an estimated $635K sold.

Strategic Global Advisors first reported a position in NWL in Q2 2022 and held it in 1 quarter. The position peaked at $635K in Q2 2022. 548 funds tracked by Wall St. Rank hold NWL as of Q3 2022.

  • Strategic Global Advisors reported no remaining Newell Brands position as of Q3 2022 after selling out during the quarter.
  • Strategic Global Advisors sold 33,342 Newell Brands shares in Q3 2022, an estimated $635K.
  • Strategic Global Advisors first reported a position in Newell Brands in Q2 2022 and held it in 1 quarter.
  • Strategic Global Advisors's Newell Brands position peaked at $635K in Q2 2022.
  • 548 funds tracked by Wall St. Rank held Newell Brands as of Q3 2022.

Based on Strategic Global Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.