Wealthfront Advisers
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Wealthfront Advisers’s Newell Brands NWL Stock Holding History

Wealthfront Advisers’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
2023
Q1 		– Sell
-12,541
Closed -$164K – 819
2022
Q4 		$164K Sell
12,541
-20,722
-62% -$283K ﹤0.01% 775
2022
Q3 		$462K Sell
33,263
-26,771
-45% -$500K ﹤0.01% 613
2022
Q2 		$1.14M Sell
60,034
-7,046
-11% -$150K 0.01% 470
2022
Q1 		$1.44M Sell
67,080
-2,536
-4% -$58.6K 0.01% 465
2021
Q4 		$1.52M Sell
69,616
-4,274
-6% -$96.5K 0.01% 436
2021
Q3 		$1.64M Sell
73,890
-17,964
-20% -$459K 0.01% 385
2021
Q2 		$2.52M Buy
91,854
+7,096
+8% +$196K 0.01% 257
2021
Q1 		$2.27M Buy
84,758
+4,974
+6% +$123K 0.01% 236
2020
Q4 		$1.69M Buy
79,784
+4,628
+6% +$90.3K 0.01% 262
2020
Q3 		$1.29M Buy
75,156
+3,124
+4% +$52.1K 0.01% 275
2020
Q2 		$1.14M Buy
72,032
+825
+1% +$11.3K 0.01% 288
2020
Q1 		$946K Buy
71,207
+1,589
+2% +$27.3K 0.01% 303
2019
Q4 		$1.34M Buy
69,618
+8,830
+15% +$170K 0.01% 266
2019
Q3 		$1.14M Buy
60,788
+5,019
+9% +$80.9K 0.01% 265
2019
Q2 		$860K Buy
55,769
+19,340
+53% +$290K 0.01% 309
2019
Q1 		$559K Buy
+36,429
New +$669K 0.01% 357

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthfront Advisers's NWL Position: Q1 2023 in Review

Wealthfront Advisers sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 12,541 shares — an estimated $164K sold.

Wealthfront Advisers first reported a position in NWL in Q1 2019 and held it in 16 quarters. The position peaked at $2.52M in Q2 2021. 519 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

  • Wealthfront Advisers reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 12,541 Newell Brands shares in Q1 2023, an estimated $164K.
  • Wealthfront Advisers first reported a position in Newell Brands in Q1 2019 and held it in 16 quarters.
  • Wealthfront Advisers's Newell Brands position peaked at $2.52M in Q2 2021.
  • 519 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on Wealthfront Advisers's 13F filing for Q1 2023, filed 28 Apr 2023.