TCI Wealth Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-106
| Closed | -$1.32K | – | 1542 |
|
|
2023
Q1 | $1.32K | Buy |
106
+9
| +9% | +$127 | ﹤0.01% | 2060 |
|
|
2022
Q4 | $1.27K | Sell |
97
-43
| -31% | -$588 | ﹤0.01% | 2076 |
|
|
2022
Q3 | $2K | Sell |
140
-20
| -13% | -$373 | ﹤0.01% | 1961 |
|
|
2022
Q2 | $3K | Buy |
160
+1
| +0.6% | +$21 | ﹤0.01% | 1850 |
|
|
2022
Q1 | $3K | Sell |
159
-684
| -81% | -$15.8K | ﹤0.01% | 1897 |
|
|
2021
Q4 | $18K | Buy |
843
+581
| +222% | +$13.1K | ﹤0.01% | 763 |
|
|
2021
Q3 | $6K | Hold |
262
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q2 | $7K | Buy |
262
+1
| +0.4% | +$28 | ﹤0.01% | 1223 |
|
|
2021
Q1 | $7K | Buy |
261
+106
| +68% | +$2.63K | ﹤0.01% | 1071 |
|
|
2020
Q4 | $3K | Hold |
155
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q3 | $3K | Buy |
155
+61
| +65% | +$1.02K | ﹤0.01% | 980 |
|
|
2020
Q2 | $1K | Sell |
94
-260
| -73% | -$3.57K | ﹤0.01% | 1299 |
|
|
2020
Q1 | $5K | Sell |
354
-489
| -58% | -$8.41K | ﹤0.01% | 721 |
|
|
2019
Q4 | $16K | Buy |
843
+1
| +0.1% | +$19 | 0.01% | 603 |
|
|
2019
Q3 | $16K | Sell |
842
-42
| -5% | -$677 | 0.01% | 532 |
|
|
2019
Q2 | $14K | Buy |
884
+753
| +575% | +$11.3K | 0.01% | 550 |
|
|
2019
Q1 | $2K | Sell |
131
-310
| -70% | -$5.7K | ﹤0.01% | 1051 |
|
|
2018
Q4 | $8K | Buy |
441
+393
| +819% | +$7.82K | ﹤0.01% | 674 |
|
|
2018
Q3 | $1K | Sell |
48
-244
| -84% | -$5.73K | ﹤0.01% | 1284 |
|
|
2018
Q2 | $8K | Sell |
292
-62
| -18% | -$1.61K | ﹤0.01% | 684 |
|
|
2018
Q1 | $9K | Buy |
354
+80
| +29% | +$2.26K | ﹤0.01% | 641 |
|
|
2017
Q4 | $8K | Hold |
274
| – | – | ﹤0.01% | 682 |
|
|
2017
Q3 | $12K | Sell |
274
-113
| -29% | -$5.53K | 0.01% | 564 |
|
|
2017
Q2 | $21K | Buy |
387
+74
| +24% | +$3.75K | 0.01% | 457 |
|
|
2017
Q1 | $15K | Buy |
313
+39
| +14% | +$1.85K | 0.01% | 501 |
|
|
2016
Q4 | $12K | Hold |
274
| – | – | 0.01% | 588 |
|
|
2016
Q3 | $14K | Hold |
274
| – | – | 0.01% | 504 |
|
|
2016
Q2 | $13K | Hold |
274
| – | – | 0.01% | 505 |
|
|
2016
Q1 | $12K | Hold |
274
| – | – | 0.01% | 541 |
|
|
2015
Q4 | $12K | Buy |
274
+238
| +661% | +$10.4K | 0.01% | 542 |
|
|
2015
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 905 |
|
|
2015
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 896 |
|
|
2015
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 819 |
|
|
2014
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 818 |
|
|
2014
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 819 |
|
|
2014
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 834 |
|
|
2014
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 807 |
|
|
2013
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 790 |
|
|
2013
Q3 | $1K | Buy |
+36
| New | +$959 | ﹤0.01% | 711 |
|
Other funds holding NWL
IC
N
DRZID
TCI Wealth Advisors's NWL Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Newell Brands (NWL) in Q2 2023, closing a stake of 106 shares — an estimated $1.32K sold.
TCI Wealth Advisors first reported a position in NWL in Q3 2013 and held it in 39 quarters. The position peaked at $21K in Q2 2017. 485 funds tracked by Wall St. Rank hold NWL as of Q2 2023.
- TCI Wealth Advisors reported no remaining Newell Brands position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 106 Newell Brands shares in Q2 2023, an estimated $1.32K.
- TCI Wealth Advisors first reported a position in Newell Brands in Q3 2013 and held it in 39 quarters.
- TCI Wealth Advisors's Newell Brands position peaked at $21K in Q2 2017.
- 485 funds tracked by Wall St. Rank held Newell Brands as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.