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Global Retirement Partners’s Northwest Bancshares NWBI Stock Holding History

Global Retirement Partners’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
-124
Closed -$1.32K – 3232
2023
Q1 		$1.32K Sell
124
-1,238
-91% -$16.8K ﹤0.01% 2641
2022
Q4 		$19K Hold
1,362
– – ﹤0.01% 1501
2022
Q3 		$21K Buy
1,362
+4
+0.3% +$56 ﹤0.01% 1375
2022
Q2 		$17K Buy
1,358
+733
+117% +$9.34K ﹤0.01% 1416
2022
Q1 		$8K Buy
+625
New +$8.82K ﹤0.01% 1721

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Global Retirement Partners's NWBI Position: Q2 2023 in Review

Global Retirement Partners sold out of Northwest Bancshares (NWBI) in Q2 2023, closing a stake of 124 shares — an estimated $1.32K sold.

Global Retirement Partners first reported a position in NWBI in Q1 2022 and held it in 5 quarters. The position peaked at $21K in Q3 2022. 199 funds tracked by Wall St. Rank hold NWBI as of Q2 2023.

  • Global Retirement Partners reported no remaining Northwest Bancshares position as of Q2 2023 after selling out during the quarter.
  • Global Retirement Partners sold 124 Northwest Bancshares shares in Q2 2023, an estimated $1.32K.
  • Global Retirement Partners first reported a position in Northwest Bancshares in Q1 2022 and held it in 5 quarters.
  • Global Retirement Partners's Northwest Bancshares position peaked at $21K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.