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Fortitude Advisory Group’s Northwest Bancshares NWBI Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-887
Closed -$12K – 918
2022
Q1 		$12K Hold
887
– – 0.01% 974
2021
Q4 		$13K Buy
+887
New +$12.3K 0.01% 967

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Fortitude Advisory Group's NWBI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Northwest Bancshares (NWBI) in Q2 2022, closing a stake of 887 shares — an estimated $12K sold.

Fortitude Advisory Group first reported a position in NWBI in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q4 2021. 198 funds tracked by Wall St. Rank hold NWBI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Northwest Bancshares position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 887 Northwest Bancshares shares in Q2 2022, an estimated $12K.
  • Fortitude Advisory Group first reported a position in Northwest Bancshares in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Northwest Bancshares position peaked at $13K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.