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Moisand Fitzgerald Tamayo’s Northwest Bancshares NWBI Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-321
Closed -$3.4K – 808
2023
Q2 		$3.4K Hold
321
– – ﹤0.01% 456
2023
Q1 		$3.86K Hold
321
– – ﹤0.01% 450
2022
Q4 		$4.49K Buy
321
+136
+74% +$1.96K ﹤0.01% 425
2022
Q3 		$2K Buy
+185
New +$2.58K ﹤0.01% 526

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
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

Moisand Fitzgerald Tamayo's NWBI Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Northwest Bancshares (NWBI) in Q3 2023, closing a stake of 321 shares — an estimated $3.4K sold.

Moisand Fitzgerald Tamayo first reported a position in NWBI in Q3 2022 and held it in 4 quarters. The position peaked at $4.49K in Q4 2022. 208 funds tracked by Wall St. Rank hold NWBI as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Northwest Bancshares position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 321 Northwest Bancshares shares in Q3 2023, an estimated $3.4K.
  • Moisand Fitzgerald Tamayo first reported a position in Northwest Bancshares in Q3 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Northwest Bancshares position peaked at $4.49K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.