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Voisard Asset Management Group’s Newell Brands NWL Stock Holding History

Voisard Asset Management 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
Q4 		– Sell
-52
Closed -$400 – 465
2024
Q3 		$400 Buy
+52
New +$372 ﹤0.01% 643

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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Voisard Asset Management Group's NWL Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 52 shares — an estimated $400 sold.

Voisard Asset Management Group first reported a position in NWL in Q3 2024 and held it in 1 quarter. The position peaked at $400 in Q3 2024. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 52 Newell Brands shares in Q4 2024, an estimated $400.
  • Voisard Asset Management Group first reported a position in Newell Brands in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Newell Brands position peaked at $400 in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.