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U.S. Capital Wealth Advisors’s Newell Brands NWL Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-716
Closed -$9.37K – 1219
2022
Q4 		$9.37K Buy
+716
New +$9.78K ﹤0.01% 1281

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's NWL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 716 shares — an estimated $9.37K sold.

U.S. Capital Wealth Advisors first reported a position in NWL in Q4 2022 and held it in 1 quarter. The position peaked at $9.37K in Q4 2022. 518 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 716 Newell Brands shares in Q1 2023, an estimated $9.37K.
  • U.S. Capital Wealth Advisors first reported a position in Newell Brands in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Newell Brands position peaked at $9.37K in Q4 2022.
  • 518 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.