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Advanced Asset Management Advisors’s Northwest Bancshares NWBI Stock Holding History

Advanced Asset Management Advisors’s Portfolio NWBI Stock Details NWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-508
Closed -$7.1K – 184
2022
Q4 		$7.1K Buy
+508
New +$7.32K ﹤0.01% 172

Other funds holding NWBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advanced Asset Management Advisors's NWBI Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Northwest Bancshares (NWBI) in Q1 2023, closing a stake of 508 shares — an estimated $7.1K sold.

Advanced Asset Management Advisors first reported a position in NWBI in Q4 2022 and held it in 1 quarter. The position peaked at $7.1K in Q4 2022. 212 funds tracked by Wall St. Rank hold NWBI as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining Northwest Bancshares position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 508 Northwest Bancshares shares in Q1 2023, an estimated $7.1K.
  • Advanced Asset Management Advisors first reported a position in Northwest Bancshares in Q4 2022 and held it in 1 quarter.
  • Advanced Asset Management Advisors's Northwest Bancshares position peaked at $7.1K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.