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	-$18	–	665
2020 Q2	$18	Hold	1,000	–	–	﹤0.01%	519
2020 Q1	$13	Hold	1,000	–	–	﹤0.01%	412
2019 Q4	$13K	Buy	+1,000	New	+$22.5K	﹤0.01%	533

Other funds holding NEWT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $18 sold.

tru Independence first reported a position in NEWT in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 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 $18.
tru Independence first reported a position in NewtekOne in Q4 2019 and held it in 3 quarters.
tru Independence's NewtekOne position peaked at $13K in Q4 2019.
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.