Glassman Wealth Services’s Northwest Bancshares NWBI Stock Holding History

Glassman Wealth Services’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
2023 Q2	–	Sell	-101	Closed	-$1.22K	–	1980
2023 Q1	$1.22K	Buy	101 +43	+74%	+$583	﹤0.01%	1373
2022 Q4	$811	Hold	58	–	–	﹤0.01%	1490
2022 Q3	$1K	Hold	58	–	–	﹤0.01%	1471
2022 Q2	$1K	Hold	58	–	–	﹤0.01%	1480
2022 Q1	$1K	Hold	58	–	–	﹤0.01%	1464
2021 Q4	$1K	Hold	58	–	–	﹤0.01%	1440
2021 Q3	$1K	Hold	58	–	–	﹤0.01%	1411
2021 Q2	$1K	Hold	58	–	–	﹤0.01%	1338
2021 Q1	$1K	Hold	58	–	–	﹤0.01%	1291
2020 Q4	$1K	Hold	58	–	–	﹤0.01%	1251
2020 Q3	$1K	Hold	58	–	–	﹤0.01%	1201
2020 Q2	$1K	Buy	+58	New	+$598	﹤0.01%	1074
2019 Q3	–	Sell	-2	Closed	–	–	1277
2019 Q2	$0	Buy	+2	New	+$34	﹤0.01%	1276

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Glassman Wealth Services's NWBI Position: Q2 2023 in Review

Glassman Wealth Services sold out of Northwest Bancshares (NWBI) in Q2 2023, closing a stake of 101 shares — an estimated $1.22K sold.

Glassman Wealth Services first reported a position in NWBI in Q2 2019 and held it in 13 quarters. The position peaked at $1.22K in Q1 2023. 199 funds tracked by Wall St. Rank hold NWBI as of Q2 2023.

Glassman Wealth Services reported no remaining Northwest Bancshares position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 101 Northwest Bancshares shares in Q2 2023, an estimated $1.22K.
Glassman Wealth Services first reported a position in Northwest Bancshares in Q2 2019 and held it in 13 quarters.
Glassman Wealth Services's Northwest Bancshares position peaked at $1.22K in Q1 2023.
199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.