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Sutton Wealth Advisors’s Newell Brands NWL Stock Holding History

Sutton Wealth 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
2023
Q3 		$3.75K Buy
415
+43
+12% +$428 ﹤0.01% 629
2023
Q2 		$3.24K Buy
372
+264
+244% +$2.63K ﹤0.01% 631
2023
Q1 		$1.34K Sell
108
-9
-8% -$127 ﹤0.01% 698
2022
Q4 		$1.53K Sell
117
-28
-19% -$383 ﹤0.01% 1244
2022
Q3 		$2.01K Buy
145
+37
+34% +$691 ﹤0.01% 1187
2022
Q2 		$2.06K Hold
108
– – ﹤0.01% 1179
2022
Q1 		$2.31K Hold
108
– – ﹤0.01% 1184
2021
Q4 		$2.36K Hold
108
– – ﹤0.01% 1181
2021
Q3 		$2.39K Hold
108
– – ﹤0.01% 1149
2021
Q2 		$2.97K Hold
108
– – ﹤0.01% 1120
2021
Q1 		$2.89K Hold
108
– – ﹤0.01% 1090
2020
Q4 		$2.29K Hold
108
– – ﹤0.01% 1091
2020
Q3 		$1.85K Hold
108
– – ﹤0.01% 1079
2020
Q2 		$1.72K Hold
108
– – ﹤0.01% 1075
2020
Q1 		$1.43K Sell
108
-20
-16% -$344 ﹤0.01% 1065
2019
Q4 		$2.46K Hold
128
– – ﹤0.01% 1035
2019
Q3 		$2.4K Hold
128
– – ﹤0.01% 1035
2019
Q2 		$1.97K Sell
128
-53
-29% -$793 ﹤0.01% 1054
2019
Q1 		$2.78K Buy
181
+43
+31% +$790 ﹤0.01% 1012
2018
Q4 		$2.56K Buy
138
+53
+62% +$1.05K ﹤0.01% 971
2018
Q3 		$1.73K Sell
85
-76
-47% -$1.78K ﹤0.01% 1009
2018
Q2 		$4.15K Sell
161
-487
-75% -$12.7K ﹤0.01% 942
2018
Q1 		$16.5K Buy
648
+563
+662% +$15.9K 0.01% 643
2017
Q4 		$2.63K Sell
85
-569
-87% -$19.6K ﹤0.01% 952
2017
Q3 		$27.9K Buy
654
+43
+7% +$2.1K 0.02% 425
2017
Q2 		$32.8K Buy
611
+356
+140% +$18.1K 0.03% 360
2017
Q1 		$12K Hold
255
– – 0.01% 666
2016
Q4 		$11.4K Hold
255
– – 0.01% 655
2016
Q3 		$13.4K Hold
255
– – 0.01% 580
2016
Q2 		$12.4K Buy
255
+170
+200% +$7.95K 0.01% 574
2016
Q1 		$3.77K Buy
+85
New +$3.33K ﹤0.01% 817

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sutton Wealth Advisors's NWL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Newell Brands (NWL) stake by 12% in Q3 2023, buying an estimated $428 and bringing the position to 415 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Sutton Wealth Advisors first reported a position in NWL in Q1 2016 and has held it in 31 quarters since. The position peaked at $32.8K in Q2 2017. 458 funds tracked by Wall St. Rank hold NWL as of Q3 2023.

  • Sutton Wealth Advisors held 415 shares of Newell Brands worth $3.75K as of Q3 2023.
  • Sutton Wealth Advisors bought 43 Newell Brands shares in Q3 2023, an estimated $428.
  • Newell Brands made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #629 holding.
  • Sutton Wealth Advisors first reported a position in Newell Brands in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Newell Brands position peaked at $32.8K in Q2 2017.
  • 458 funds tracked by Wall St. Rank held Newell Brands as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.