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B. Riley Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-17,133
Closed -$227K – 1247
2024
Q3 		$227K Sell
17,133
-983
-5% -$12.9K 0.01% 1082
2024
Q2 		$209K Sell
18,116
-125
-0.7% -$1.37K 0.01% 1217
2024
Q1 		$187K Buy
18,241
+598
+3% +$7.09K 0.01% 1287
2023
Q4 		$220K Sell
17,643
-598
-3% -$6.66K 0.01% 1209
2023
Q3 		$187K Buy
18,241
+989
+6% +$11K 0.01% 1287
2023
Q2 		$183K Sell
17,252
-57
-0.3% -$633 ﹤0.01% 1372
2023
Q1 		$208K Buy
17,309
+586
+4% +$7.95K 0.01% 1273
2022
Q4 		$234K Sell
16,723
-860
-5% -$12.4K 0.01% 1169
2022
Q3 		$238K Buy
17,583
+4,889
+39% +$68K 0.01% 1138
2022
Q2 		$163K Sell
12,694
-5,380
-30% -$68.5K 0.01% 1069
2022
Q1 		$245K Sell
18,074
-6,492
-26% -$91.7K 0.01% 1110
2021
Q4 		$348K Sell
24,566
-7,953
-24% -$111K 0.01% 994
2021
Q3 		$432K Buy
32,519
+3,580
+12% +$47K 0.01% 849
2021
Q2 		$395K Sell
28,939
-5
-0% -$71 0.01% 891
2021
Q1 		$419K Buy
+28,944
New +$407K 0.01% 823

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's NWBI Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q4 2024, closing a stake of 17,133 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in NWBI in Q1 2021 and held it in 15 quarters. The position peaked at $432K in Q3 2021. 251 funds tracked by Wall St. Rank hold NWBI as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Northwest Bancshares position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,133 Northwest Bancshares shares in Q4 2024, an estimated $227K.
  • B. Riley Wealth Advisors first reported a position in Northwest Bancshares in Q1 2021 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Northwest Bancshares position peaked at $432K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.