WI
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WBI Investments’s Newell Brands NWL Stock Holding History

WBI Investments’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
2022
Q3 		– Sell
-92,653
Closed -$1.76M – 133
2022
Q2 		$1.76M Buy
92,653
+40,589
+78% +$862K 0.38% 53
2022
Q1 		$1.11M Buy
52,064
+41,830
+409% +$967K 0.18% 109
2021
Q4 		$210K Buy
+10,234
New +$231K 0.03% 168
2021
Q3 		– Sell
-66,402
Closed -$1.82M – 220
2021
Q2 		$1.82M Buy
+66,402
New +$1.83M 0.28% 83
2021
Q1 		– Sell
-81,174
Closed -$1.72M – 219
2020
Q4 		$1.72M Buy
+81,174
New +$1.58M 0.26% 79
2019
Q4 		– Sell
-17,794
Closed -$333K – 236
2019
Q3 		$333K Buy
+17,794
New +$287K 0.03% 177
2019
Q1 		– Sell
-202,148
Closed -$3.76M – 232
2018
Q4 		$3.76M Buy
+202,148
New +$4.02M 0.42% 35
2018
Q3 		– Sell
-92,228
Closed -$2.38M – 314
2018
Q2 		$2.38M Buy
+92,228
New +$2.4M 0.13% 110
2015
Q4 		– Sell
-6,343
Closed -$252K – 242
2015
Q3 		$252K Buy
+6,343
New +$266K 0.01% 142

Other funds holding NWL

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
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