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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

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CCPM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return