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GPS Wealth Strategies Group’s Northwest Bancshares NWBI Stock Holding History

GPS Wealth Strategies 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
2023
Q4 		– Sell
-525
Closed -$5.37K – 1288
2023
Q3 		$5.37K Hold
525
– – ﹤0.01% 958
2023
Q2 		$5.57K Hold
525
– – ﹤0.01% 969
2023
Q1 		$6.32K Buy
+525
New +$7.12K ﹤0.01% 933
2022
Q4 		– Sell
-525
Closed -$7K – 764
2022
Q3 		$7K Hold
525
– – ﹤0.01% 835
2022
Q2 		$7K Sell
525
-525
-50% -$6.69K ﹤0.01% 827
2022
Q1 		$14K Hold
1,050
– – ﹤0.01% 661
2021
Q4 		$15K Buy
+1,050
New +$14.6K ﹤0.01% 654

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GPS Wealth Strategies Group's NWBI Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of Northwest Bancshares (NWBI) in Q4 2023, closing a stake of 525 shares — an estimated $5.37K sold.

GPS Wealth Strategies Group first reported a position in NWBI in Q4 2021 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 212 funds tracked by Wall St. Rank hold NWBI as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining Northwest Bancshares position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 525 Northwest Bancshares shares in Q4 2023, an estimated $5.37K.
  • GPS Wealth Strategies Group first reported a position in Northwest Bancshares in Q4 2021 and held it in 7 quarters.
  • GPS Wealth Strategies Group's Northwest Bancshares position peaked at $15K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.