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
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's NWBI Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Northwest Bancshares (NWBI) stake by 25% in Q4 2019, selling an estimated $100 and leaving 18 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1069.

Financial Gravity Asset Management first reported a position in NWBI in Q1 2018 and has held it in 7 quarters since. 199 funds tracked by Wall St. Rank hold NWBI as of Q4 2019.

Financial Gravity Asset Management held 18 shares of Northwest Bancshares worth $17K as of Q4 2019.
Financial Gravity Asset Management sold 6 Northwest Bancshares shares in Q4 2019, an estimated $100.
Northwest Bancshares made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1069 holding.
Financial Gravity Asset Management first reported a position in Northwest Bancshares in Q1 2018 and has held it in 7 quarters since.
199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.