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Kingsview Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Kingsview 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
2022
Q3 		– Sell
-32,016
Closed -$410K – 862
2022
Q2 		$410K Buy
+32,016
New +$408K 0.02% 580

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
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

Kingsview Wealth Management's NWBI Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Northwest Bancshares (NWBI) in Q3 2022, closing a stake of 32,016 shares — an estimated $410K sold.

Kingsview Wealth Management first reported a position in NWBI in Q2 2022 and held it in 1 quarter. The position peaked at $410K in Q2 2022. 212 funds tracked by Wall St. Rank hold NWBI as of Q3 2022.

  • Kingsview Wealth Management reported no remaining Northwest Bancshares position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 32,016 Northwest Bancshares shares in Q3 2022, an estimated $410K.
  • Kingsview Wealth Management first reported a position in Northwest Bancshares in Q2 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's Northwest Bancshares position peaked at $410K in Q2 2022.
  • 212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.