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Bedel Financial Consulting’s Northwest Bancshares NWBI Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-1,308
Closed -$18K – 646
2022
Q1 		$18K Buy
1,308
+18
+1% +$254 0.01% 562
2021
Q4 		$18K Buy
1,290
+18
+1% +$250 0.01% 584
2021
Q3 		$17K Buy
1,272
+19
+2% +$250 0.01% 581
2021
Q2 		$17K Buy
1,253
+17
+1% +$240 0.01% 589
2021
Q1 		$18K Buy
1,236
+17
+1% +$239 0.01% 532
2020
Q4 		$16K Buy
1,219
+19
+2% +$217 0.01% 483
2020
Q3 		$11K Hold
1,200
– – 0.01% 503
2020
Q2 		$12K Buy
+1,200
New +$12.4K 0.01% 465

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bedel Financial Consulting's NWBI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Northwest Bancshares (NWBI) in Q2 2022, closing a stake of 1,308 shares — an estimated $18K sold.

Bedel Financial Consulting first reported a position in NWBI in Q2 2020 and held it in 8 quarters. The position peaked at $18K in Q1 2022. 198 funds tracked by Wall St. Rank hold NWBI as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Northwest Bancshares position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,308 Northwest Bancshares shares in Q2 2022, an estimated $18K.
  • Bedel Financial Consulting first reported a position in Northwest Bancshares in Q2 2020 and held it in 8 quarters.
  • Bedel Financial Consulting's Northwest Bancshares position peaked at $18K in Q1 2022.
  • 198 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.