TRUE Private Wealth Advisors’s Newell Brands NWL Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-4,000	Closed	-$84K	–	544
2020 Q4	$84K	Buy	4,000 +1,500	+60%	+$29.3K	0.01%	294
2020 Q3	$42K	Hold	2,500	–	–	0.01%	344
2020 Q2	$39K	Hold	2,500	–	–	0.01%	346
2020 Q1	$33K	Buy	2,500 +800	+47%	+$13.8K	0.01%	326
2019 Q4	$32K	Buy	+1,700	New	+$32.7K	﹤0.01%	423
2019 Q3	–	Sell	-1,500	Closed	-$23K	–	561
2019 Q2	$23K	Buy	+1,500	New	+$22.5K	﹤0.01%	445
2018 Q4	–	Sell	-108	Closed	-$2.19K	–	701
2018 Q3	$2.19K	Buy	+108	New	+$2.54K	﹤0.01%	1013

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's NWL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Newell Brands (NWL) in Q1 2021, closing a stake of 4,000 shares — an estimated $84K sold.

TRUE Private Wealth Advisors first reported a position in NWL in Q3 2018 and held it in 7 quarters. The position peaked at $84K in Q4 2020. 541 funds tracked by Wall St. Rank hold NWL as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Newell Brands position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,000 Newell Brands shares in Q1 2021, an estimated $84K.
TRUE Private Wealth Advisors first reported a position in Newell Brands in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Newell Brands position peaked at $84K in Q4 2020.
541 funds tracked by Wall St. Rank held Newell Brands as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.