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CX Institutional’s Northwest Bancshares NWBI Stock Holding History

CX Institutional’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
Q4 		– Sell
-2,000
Closed -$27K – 733
2021
Q3 		$27K Hold
2,000
– – ﹤0.01% 696
2021
Q2 		$27K Buy
+2,000
New +$28.2K ﹤0.01% 680

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

CX Institutional's NWBI Position: Q4 2021 in Review

CX Institutional sold out of Northwest Bancshares (NWBI) in Q4 2021, closing a stake of 2,000 shares — an estimated $27K sold.

CX Institutional first reported a position in NWBI in Q2 2021 and held it in 2 quarters. The position peaked at $27K in Q3 2021. 192 funds tracked by Wall St. Rank hold NWBI as of Q4 2021.

  • CX Institutional reported no remaining Northwest Bancshares position as of Q4 2021 after selling out during the quarter.
  • CX Institutional sold 2,000 Northwest Bancshares shares in Q4 2021, an estimated $27K.
  • CX Institutional first reported a position in Northwest Bancshares in Q2 2021 and held it in 2 quarters.
  • CX Institutional's Northwest Bancshares position peaked at $27K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.