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Berman Capital Advisors’s Northwest Bancshares NWBI Stock Holding History

Berman Capital 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
2021
Q3 		$6K Buy
491
+127
+35% +$1.67K ﹤0.01% 1385
2021
Q2 		$4K Buy
364
+192
+112% +$2.71K ﹤0.01% 1412
2021
Q1 		$2K Hold
172
– – ﹤0.01% 1534
2020
Q4 		$2K Hold
172
– – ﹤0.01% 1421
2020
Q3 		$1K Buy
172
+104
+153% +$1.03K ﹤0.01% 1484
2020
Q2 		$0 Buy
+68
New +$701 ﹤0.01% 1753

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Berman Capital Advisors's NWBI Position: Q3 2021 in Review

Berman Capital Advisors increased its Northwest Bancshares (NWBI) stake by 35% in Q3 2021, buying an estimated $1.67K and bringing the position to 491 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Berman Capital Advisors first reported a position in NWBI in Q2 2020 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold NWBI as of Q3 2021.

  • Berman Capital Advisors held 491 shares of Northwest Bancshares worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 127 Northwest Bancshares shares in Q3 2021, an estimated $1.67K.
  • Northwest Bancshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1385 holding.
  • Berman Capital Advisors first reported a position in Northwest Bancshares in Q2 2020 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.