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VisionPoint Advisory Group’s Newell Brands NWL Stock Holding History

VisionPoint Advisory Group’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
Q2 		– Sell
-350
Closed -$2.81K – 865
2024
Q1 		$2.81K Buy
+350
New +$2.79K ﹤0.01% 632

Other funds holding NWL

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

VisionPoint Advisory Group's NWL Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 350 shares — an estimated $2.81K sold.

VisionPoint Advisory Group first reported a position in NWL in Q1 2024 and held it in 1 quarter. The position peaked at $2.81K in Q1 2024. 403 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 350 Newell Brands shares in Q2 2024, an estimated $2.81K.
  • VisionPoint Advisory Group first reported a position in Newell Brands in Q1 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Newell Brands position peaked at $2.81K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.