Newbridge Financial Services Group’s Northwest Bancshares NWBI Stock Holding History

Newbridge Financial Services Group’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
2022 Q4	–	Sell	-1,665	Closed	-$22K	–	1491
2022 Q3	$22K	Buy	1,665 +22	+1%	+$306	0.01%	670
2022 Q2	$21K	Buy	1,643 +26	+2%	+$331	0.01%	645
2022 Q1	$22K	Buy	1,617 +23	+1%	+$325	0.01%	705
2021 Q4	$23K	Buy	1,594 +22	+1%	+$306	0.01%	686
2021 Q3	$21K	Buy	1,572 +23	+1%	+$302	0.01%	654
2021 Q2	$21K	Buy	1,549 +21	+1%	+$296	0.01%	766
2021 Q1	$22K	Buy	1,528 +21	+1%	+$295	0.02%	670
2020 Q4	$19K	Buy	1,507 +23	+2%	+$262	0.02%	556
2020 Q3	$14K	Buy	+1,484	New	+$14.7K	0.01%	589

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newbridge Financial Services Group's NWBI Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Northwest Bancshares (NWBI) in Q4 2022, closing a stake of 1,665 shares — an estimated $22K sold.

Newbridge Financial Services Group first reported a position in NWBI in Q3 2020 and held it in 9 quarters. The position peaked at $23K in Q4 2021. 224 funds tracked by Wall St. Rank hold NWBI as of Q4 2022.

Newbridge Financial Services Group reported no remaining Northwest Bancshares position as of Q4 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 1,665 Northwest Bancshares shares in Q4 2022, an estimated $22K.
Newbridge Financial Services Group first reported a position in Northwest Bancshares in Q3 2020 and held it in 9 quarters.
Newbridge Financial Services Group's Northwest Bancshares position peaked at $23K in Q4 2021.
224 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.