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tru Independence’s NewtekOne NEWT Stock Holding History

tru Independence’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$18K – 665
2020
Q2 		$18K Hold
1,000
– – ﹤0.01% 519
2020
Q1 		$13K Hold
1,000
– – ﹤0.01% 412
2019
Q4 		$13K Buy
+1,000
New +$22.5K ﹤0.01% 533

Other funds holding NEWT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

tru Independence's NEWT Position: Q3 2020 in Review

tru Independence sold out of NewtekOne (NEWT) in Q3 2020, closing a stake of 1,000 shares — an estimated $18K sold.

tru Independence first reported a position in NEWT in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2020. 50 funds tracked by Wall St. Rank hold NEWT as of Q3 2020.

  • tru Independence reported no remaining NewtekOne position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 1,000 NewtekOne shares in Q3 2020, an estimated $18K.
  • tru Independence first reported a position in NewtekOne in Q4 2019 and held it in 3 quarters.
  • tru Independence's NewtekOne position peaked at $18K in Q2 2020.
  • 50 funds tracked by Wall St. Rank held NewtekOne as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.