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Money Concepts Capital’s Northwest Bancshares NWBI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,860
Closed -$26K – 2067
2022
Q4 		$26K Buy
+1,860
New +$26.8K ﹤0.01% 1541
2022
Q2 		– Sell
-1,860
Closed -$25K – 2217
2022
Q1 		$25K Buy
+1,860
New +$26.3K ﹤0.01% 1523

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Money Concepts Capital's NWBI Position: Q1 2023 in Review

Money Concepts Capital sold out of Northwest Bancshares (NWBI) in Q1 2023, closing a stake of 1,860 shares — an estimated $26K sold.

Money Concepts Capital first reported a position in NWBI in Q1 2022 and held it in 2 quarters. The position peaked at $26K in Q4 2022. 212 funds tracked by Wall St. Rank hold NWBI as of Q1 2023.

  • Money Concepts Capital reported no remaining Northwest Bancshares position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,860 Northwest Bancshares shares in Q1 2023, an estimated $26K.
  • Money Concepts Capital first reported a position in Northwest Bancshares in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Northwest Bancshares position peaked at $26K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.