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IndexIQ Advisors’s Northwest Bancshares NWBI Stock Holding History

IndexIQ Advisors’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
2022
Q1 		– Sell
-29,225
Closed -$414K – 1444
2021
Q4 		$414K Sell
29,225
-1,889
-6% -$26.3K 0.01% 747
2021
Q3 		$413K Buy
31,114
+3,116
+11% +$40.9K 0.01% 780
2021
Q2 		$382K Buy
27,998
+639
+2% +$9.02K 0.01% 794
2021
Q1 		$395K Buy
+27,359
New +$385K 0.01% 850

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IndexIQ Advisors's NWBI Position: Q1 2022 in Review

IndexIQ Advisors sold out of Northwest Bancshares (NWBI) in Q1 2022, closing a stake of 29,225 shares — an estimated $414K sold.

IndexIQ Advisors first reported a position in NWBI in Q1 2021 and held it in 4 quarters. The position peaked at $414K in Q4 2021. 196 funds tracked by Wall St. Rank hold NWBI as of Q1 2022.

  • IndexIQ Advisors reported no remaining Northwest Bancshares position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 29,225 Northwest Bancshares shares in Q1 2022, an estimated $414K.
  • IndexIQ Advisors first reported a position in Northwest Bancshares in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Northwest Bancshares position peaked at $414K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.