Harvest Group Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-66	Closed	-$1K	–	487
2020 Q4	$1K	Hold	66	–	–	﹤0.01%	519
2020 Q3	$1K	Buy	+66	New	+$652	﹤0.01%	490
2020 Q1	–	Sell	-434	Closed	-$7K	–	840
2019 Q4	$7K	Hold	434	–	–	0.01%	298
2019 Q3	$7K	Sell	434 -29	-6%	-$484	0.01%	320
2019 Q2	$8K	Hold	463	–	–	0.01%	251
2019 Q1	$8K	Buy	+463	New	+$8.21K	0.01%	287

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's NWBI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Northwest Bancshares (NWBI) in Q1 2021, closing a stake of 66 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in NWBI in Q1 2019 and held it in 6 quarters. The position peaked at $8K in Q2 2019. 198 funds tracked by Wall St. Rank hold NWBI as of Q1 2021.

Harvest Group Wealth Management reported no remaining Northwest Bancshares position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 66 Northwest Bancshares shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Northwest Bancshares in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's Northwest Bancshares position peaked at $8K in Q2 2019.
198 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.