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Valeo Financial Advisors’s Newell Brands NWL Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-104
Closed -$2K – 1787
2020
Q3 		$2K Sell
104
-192
-65% -$3.2K ﹤0.01% 1418
2020
Q2 		$5K Buy
296
+146
+97% +$2K ﹤0.01% 1536
2020
Q1 		$2K Buy
+150
New +$2.58K ﹤0.01% 1554
2019
Q4 		– Sell
-333
Closed -$6K – 1689
2019
Q3 		$6K Hold
333
– – ﹤0.01% 1163
2019
Q2 		$5K Hold
333
– – ﹤0.01% 1215
2019
Q1 		$5K Hold
333
– – ﹤0.01% 1176
2018
Q4 		$6K Sell
333
-801
-71% -$15.9K ﹤0.01% 1024
2018
Q3 		$18K Hold
1,134
– – ﹤0.01% 806
2018
Q2 		$23K Buy
1,134
+216
+24% +$5.62K ﹤0.01% 728
2018
Q1 		$23K Buy
918
+535
+140% +$15.1K ﹤0.01% 678
2017
Q4 		$12K Sell
383
-4
-1% -$138 ﹤0.01% 793
2017
Q3 		$17K Buy
+387
New +$18.9K ﹤0.01% 589

Other funds holding NWL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return