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MFA Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

MFA Wealth 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
2024
Q4 		– Sell
-150
Closed -$2.01K – 284
2024
Q3 		$2.01K Hold
150
– – ﹤0.01% 436
2024
Q2 		$1.73K Buy
+150
New +$1.65K ﹤0.01% 452

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MFA Wealth Advisors's NWBI Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q4 2024, closing a stake of 150 shares — an estimated $2.01K sold.

MFA Wealth Advisors first reported a position in NWBI in Q2 2024 and held it in 2 quarters. The position peaked at $2.01K in Q3 2024. 251 funds tracked by Wall St. Rank hold NWBI as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Northwest Bancshares position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 150 Northwest Bancshares shares in Q4 2024, an estimated $2.01K.
  • MFA Wealth Advisors first reported a position in Northwest Bancshares in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Northwest Bancshares position peaked at $2.01K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.