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Beese Fulmer Investment Management’s Northwest Bancshares NWBI Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-2,050
Closed -$21K – 424
2020
Q2 		$21K Buy
+2,050
New +$21.1K ﹤0.01% 403

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beese Fulmer Investment Management's NWBI Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Northwest Bancshares (NWBI) in Q3 2020, closing a stake of 2,050 shares — an estimated $21K sold.

Beese Fulmer Investment Management first reported a position in NWBI in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 173 funds tracked by Wall St. Rank hold NWBI as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Northwest Bancshares position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,050 Northwest Bancshares shares in Q3 2020, an estimated $21K.
  • Beese Fulmer Investment Management first reported a position in Northwest Bancshares in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Northwest Bancshares position peaked at $21K in Q2 2020.
  • 173 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.