Tyler-Stone Wealth Management’s Newell Brands NWL Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-1,121	Closed	-$7.19K	–	732
2024 Q2	$7.19K	Buy	1,121 +11	+1%	+$82	﹤0.01%	700
2024 Q1	$8.91K	Sell	1,110 -157	-12%	-$1.25K	﹤0.01%	671
2023 Q4	$11K	Buy	1,267 +9	+0.7%	+$69	0.01%	616
2023 Q3	$11K	Buy	1,258 +10	+0.8%	+$100	0.01%	592
2023 Q2	$11K	Buy	+1,248	New	+$12.4K	0.01%	594
2022 Q4	$16K	Buy	1,215 +20	+2%	+$273	0.01%	479
2022 Q3	$17K	Buy	1,195 +16	+1%	+$299	0.01%	460
2022 Q2	$22K	Sell	1,179 -10	-0.8%	-$212	0.01%	433
2022 Q1	$25K	Sell	1,189 -183	-13%	-$4.23K	0.01%	443
2021 Q4	$30K	Buy	+1,372	New	+$31K	0.02%	437

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tyler-Stone Wealth Management's NWL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Newell Brands (NWL) in Q3 2024, closing a stake of 1,121 shares — an estimated $7.19K sold.

Tyler-Stone Wealth Management first reported a position in NWL in Q4 2021 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 433 funds tracked by Wall St. Rank hold NWL as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Newell Brands position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,121 Newell Brands shares in Q3 2024, an estimated $7.19K.
Tyler-Stone Wealth Management first reported a position in Newell Brands in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Newell Brands position peaked at $30K in Q4 2021.
433 funds tracked by Wall St. Rank held Newell Brands as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.