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Gradient Investments’s Northwest Bancshares NWBI Stock Holding History

Gradient Investments’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
Q3 		– Sell
-58
Closed -$619 – 1874
2023
Q2 		$619 Buy
58
+1
+2% +$11 ﹤0.01% 1498
2023
Q1 		$689 Buy
57
+1
+2% +$14 ﹤0.01% 1247
2022
Q4 		$790 Hold
56
– – ﹤0.01% 1238
2022
Q3 		$1K Buy
56
+1
+2% +$14 ﹤0.01% 1267
2022
Q2 		$1K Buy
+55
New +$701 ﹤0.01% 1151

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

Gradient Investments's NWBI Position: Q3 2023 in Review

Gradient Investments sold out of Northwest Bancshares (NWBI) in Q3 2023, closing a stake of 58 shares — an estimated $619 sold.

Gradient Investments first reported a position in NWBI in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 208 funds tracked by Wall St. Rank hold NWBI as of Q3 2023.

  • Gradient Investments reported no remaining Northwest Bancshares position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 58 Northwest Bancshares shares in Q3 2023, an estimated $619.
  • Gradient Investments first reported a position in Northwest Bancshares in Q2 2022 and held it in 5 quarters.
  • Gradient Investments's Northwest Bancshares position peaked at $1K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.