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LGT Financial Advisors’s Northwest Bancshares NWBI Stock Holding History

LGT 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
Q4 		– Sell
-219
Closed -$2.24K – 949
2023
Q3 		$2.24K Buy
+219
New +$2.44K ﹤0.01% 819

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LGT Financial Advisors's NWBI Position: Q4 2023 in Review

LGT Financial Advisors sold out of Northwest Bancshares (NWBI) in Q4 2023, closing a stake of 219 shares — an estimated $2.24K sold.

LGT Financial Advisors first reported a position in NWBI in Q3 2023 and held it in 1 quarter. The position peaked at $2.24K in Q3 2023. 212 funds tracked by Wall St. Rank hold NWBI as of Q4 2023.

  • LGT Financial Advisors reported no remaining Northwest Bancshares position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 219 Northwest Bancshares shares in Q4 2023, an estimated $2.24K.
  • LGT Financial Advisors first reported a position in Northwest Bancshares in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Northwest Bancshares position peaked at $2.24K in Q3 2023.
  • 212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.