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IAG Wealth Partners’s Northwest Bancshares NWBI Stock Holding History

IAG Wealth 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
2020
Q2 		– Sell
-300
Closed -$4K – 439
2020
Q1 		$4K Hold
300
– – ﹤0.01% 288
2019
Q4 		$5K Buy
+300
New +$5.01K ﹤0.01% 311

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

IAG Wealth Partners's NWBI Position: Q2 2020 in Review

IAG Wealth Partners sold out of Northwest Bancshares (NWBI) in Q2 2020, closing a stake of 300 shares — an estimated $4K sold.

IAG Wealth Partners first reported a position in NWBI in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 176 funds tracked by Wall St. Rank hold NWBI as of Q2 2020.

  • IAG Wealth Partners reported no remaining Northwest Bancshares position as of Q2 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 300 Northwest Bancshares shares in Q2 2020, an estimated $4K.
  • IAG Wealth Partners first reported a position in Northwest Bancshares in Q4 2019 and held it in 2 quarters.
  • IAG Wealth Partners's Northwest Bancshares position peaked at $5K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.