FP
NWBI icon

Fiduciary Planning’s Northwest Bancshares NWBI Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-4,654
Closed -$67K – 195
2021
Q1 		$67K Buy
4,654
+63
+1% +$886 0.1% 66
2020
Q4 		$58K Buy
4,591
+71
+2% +$810 0.08% 75
2020
Q3 		$42K Buy
+4,520
New +$44.7K 0.07% 67

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
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
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

Fiduciary Planning's NWBI Position: Q2 2021 in Review

Fiduciary Planning sold out of Northwest Bancshares (NWBI) in Q2 2021, closing a stake of 4,654 shares — an estimated $67K sold.

Fiduciary Planning first reported a position in NWBI in Q3 2020 and held it in 3 quarters. The position peaked at $67K in Q1 2021. 188 funds tracked by Wall St. Rank hold NWBI as of Q2 2021.

  • Fiduciary Planning reported no remaining Northwest Bancshares position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 4,654 Northwest Bancshares shares in Q2 2021, an estimated $67K.
  • Fiduciary Planning first reported a position in Northwest Bancshares in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Northwest Bancshares position peaked at $67K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.