FTIS
NWBI icon

First Trust Investment Solutions’s Northwest Bancshares NWBI Stock Holding History

First Trust Investment Solutions’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
Q3 		$149K Buy
11,137
+161
+1% +$2.11K 0.02% 275
2024
Q2 		$127K Buy
+10,976
New +$121K 0.02% 251

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Investment Solutions's NWBI Position: Q3 2024 in Review

First Trust Investment Solutions increased its Northwest Bancshares (NWBI) stake by 1.5% in Q3 2024, buying an estimated $2.11K and bringing the position to 11,137 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #275.

First Trust Investment Solutions first reported a position in NWBI in Q2 2024 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold NWBI as of Q3 2024.

  • First Trust Investment Solutions held 11,137 shares of Northwest Bancshares worth $149K as of Q3 2024.
  • First Trust Investment Solutions bought 161 Northwest Bancshares shares in Q3 2024, an estimated $2.11K.
  • Northwest Bancshares made up 0.02% of First Trust Investment Solutions's portfolio in Q3 2024, its #275 holding.
  • First Trust Investment Solutions first reported a position in Northwest Bancshares in Q2 2024 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.