Wealthcare Advisory Partners’s Newell Brands NWL Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-612	Closed	-$16K	–	1411
2021 Q1	$16K	Buy	+612	New	+$15.2K	﹤0.01%	1296
2020 Q2	–	Sell	-586	Closed	-$8K	–	1028
2020 Q1	$8K	Buy	586 +3	+0.5%	+$52	﹤0.01%	985
2019 Q4	$11K	Buy	583 +3	+0.5%	+$58	﹤0.01%	917
2019 Q3	$11K	Buy	580 +2	+0.3%	+$32	﹤0.01%	899
2019 Q2	$9K	Sell	578 -98	-14%	-$1.47K	﹤0.01%	940
2019 Q1	$10K	Buy	676 +176	+35%	+$3.23K	﹤0.01%	820
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	816
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	847
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	767
2018 Q1	$13K	Sell	500 -800	-62%	-$22.6K	﹤0.01%	672
2017 Q4	$40K	Hold	1,300	–	–	0.01%	410
2017 Q3	$55K	Buy	+1,300	New	+$63.6K	0.02%	292

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's NWL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Newell Brands (NWL) in Q2 2021, closing a stake of 612 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in NWL in Q3 2017 and held it in 12 quarters. The position peaked at $55K in Q3 2017. 562 funds tracked by Wall St. Rank hold NWL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Newell Brands position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 612 Newell Brands shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in Newell Brands in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Newell Brands position peaked at $55K in Q3 2017.
562 funds tracked by Wall St. Rank held Newell Brands as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.