Claris Advisors’s Northwest Bancshares NWBI Stock Holding History

Claris 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	-5	Closed	-$67	–	801
2024 Q3	$67	Buy	+5	New	+$66	﹤0.01%	1175

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's NWBI Position: Q4 2024 in Review

Claris Advisors sold out of Northwest Bancshares (NWBI) in Q4 2024, closing a stake of 5 shares — an estimated $67 sold.

Claris Advisors first reported a position in NWBI in Q3 2024 and held it in 1 quarter. The position peaked at $67 in Q3 2024. 251 funds tracked by Wall St. Rank hold NWBI as of Q4 2024.

Claris Advisors reported no remaining Northwest Bancshares position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 Northwest Bancshares shares in Q4 2024, an estimated $67.
Claris Advisors first reported a position in Northwest Bancshares in Q3 2024 and held it in 1 quarter.
Claris Advisors's Northwest Bancshares position peaked at $67 in Q3 2024.
251 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.