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Wetzel Investment Advisors’s Newell Brands NWL Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-130
Closed -$1.04K – 647
2024
Q2 		$1.04K Hold
130
– – ﹤0.01% 813
2024
Q1 		$898 Hold
130
– – ﹤0.01% 942
2023
Q4 		$1K Buy
+130
New +$991 ﹤0.01% 954

Other funds holding NWL

BlackRock
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Pzena Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wetzel Investment Advisors's NWL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Newell Brands (NWL) in Q3 2024, closing a stake of 130 shares — an estimated $1.04K sold.

Wetzel Investment Advisors first reported a position in NWL in Q4 2023 and held it in 3 quarters. The position peaked at $1.04K in Q2 2024. 432 funds tracked by Wall St. Rank hold NWL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Newell Brands position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 130 Newell Brands shares in Q3 2024, an estimated $1.04K.
  • Wetzel Investment Advisors first reported a position in Newell Brands in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Newell Brands position peaked at $1.04K in Q2 2024.
  • 432 funds tracked by Wall St. Rank held Newell Brands as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.