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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's NWL Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Newell Brands (NWL) in Q4 2020, closing a stake of 104 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in NWL in Q3 2017 and held it in 12 quarters. The position peaked at $23K in Q2 2018. 519 funds tracked by Wall St. Rank hold NWL as of Q4 2020.

Valeo Financial Advisors reported no remaining Newell Brands position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 104 Newell Brands shares in Q4 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Newell Brands in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's Newell Brands position peaked at $23K in Q2 2018.
519 funds tracked by Wall St. Rank held Newell Brands as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.