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Strategic Investment Advisors’s Newell Brands NWL Stock Holding History

Strategic Investment 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
Q4 		– Sell
-27,314
Closed -$380K – 231
2022
Q3 		$380K Sell
27,314
-5,909
-18% -$110K 0.09% 149
2022
Q2 		$633K Buy
+33,223
New +$706K 0.13% 133

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 Investment Advisors's NWL Position: Q4 2022 in Review

Strategic Investment Advisors sold out of Newell Brands (NWL) in Q4 2022, closing a stake of 27,314 shares — an estimated $380K sold.

Strategic Investment Advisors first reported a position in NWL in Q2 2022 and held it in 2 quarters. The position peaked at $633K in Q2 2022. 541 funds tracked by Wall St. Rank hold NWL as of Q4 2022.

  • Strategic Investment Advisors reported no remaining Newell Brands position as of Q4 2022 after selling out during the quarter.
  • Strategic Investment Advisors sold 27,314 Newell Brands shares in Q4 2022, an estimated $380K.
  • Strategic Investment Advisors first reported a position in Newell Brands in Q2 2022 and held it in 2 quarters.
  • Strategic Investment Advisors's Newell Brands position peaked at $633K in Q2 2022.
  • 541 funds tracked by Wall St. Rank held Newell Brands as of Q4 2022.

Based on Strategic Investment Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.