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Legend Financial Advisors’s Northwest Bancshares NWBI Stock Holding History

Legend Financial 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
2023
Q2 		– Sell
-1,055
Closed -$12.7K – 224
2023
Q1 		$12.7K Hold
1,055
– – 0.01% 135
2022
Q4 		$14.7K Hold
1,055
– – 0.01% 135
2022
Q3 		$14.3K Buy
+1,055
New +$14.7K 0.01% 116

Other funds holding NWBI

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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

Legend Financial Advisors's NWBI Position: Q2 2023 in Review

Legend Financial Advisors sold out of Northwest Bancshares (NWBI) in Q2 2023, closing a stake of 1,055 shares — an estimated $12.7K sold.

Legend Financial Advisors first reported a position in NWBI in Q3 2022 and held it in 3 quarters. The position peaked at $14.7K in Q4 2022. 199 funds tracked by Wall St. Rank hold NWBI as of Q2 2023.

  • Legend Financial Advisors reported no remaining Northwest Bancshares position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 1,055 Northwest Bancshares shares in Q2 2023, an estimated $12.7K.
  • Legend Financial Advisors first reported a position in Northwest Bancshares in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Northwest Bancshares position peaked at $14.7K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.