Financial Gravity Asset Management’s Northwest Bancshares NWBI Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-20	Closed	-$234	–	599
2020 Q1	$234	Buy	20 +2	+11%	+$29	﹤0.01%	694
2019 Q4	$17K	Sell	18 -6	-25%	-$100	0.01%	1069
2019 Q3	$0	Hold	24	–	–	﹤0.01%	1444
2019 Q2	$0	Sell	24 -177	-88%	-$3.04K	﹤0.01%	1535
2019 Q1	$3K	Buy	+201	New	+$3.56K	﹤0.01%	857
2018 Q3	$1K	Buy	62 +4	+7%	+$72	﹤0.01%	1200
2018 Q2	$1K	Sell	58 -4	-6%	-$68	﹤0.01%	1223
2018 Q1	$1K	Buy	+62	New	+$1.04K	﹤0.01%	1211

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Financial Gravity Asset Management's NWBI Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Northwest Bancshares (NWBI) in Q2 2020, closing a stake of 20 shares — an estimated $234 sold.

Financial Gravity Asset Management first reported a position in NWBI in Q1 2018 and held it in 8 quarters. The position peaked at $17K in Q4 2019. 176 funds tracked by Wall St. Rank hold NWBI as of Q2 2020.

Financial Gravity Asset Management reported no remaining Northwest Bancshares position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 20 Northwest Bancshares shares in Q2 2020, an estimated $234.
Financial Gravity Asset Management first reported a position in Northwest Bancshares in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Northwest Bancshares position peaked at $17K in Q4 2019.
176 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.