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Novak & Powell Financial Services’s Northwest Bancshares NWBI Stock Holding History

Novak & Powell Financial Services’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
Q2 		– Sell
-8,000
Closed -$93.2K – 159
2024
Q1 		$93.2K Buy
+8,000
New +$94.8K 0.07% 144

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak & Powell Financial Services's NWBI Position: Q2 2024 in Review

Novak & Powell Financial Services sold out of Northwest Bancshares (NWBI) in Q2 2024, closing a stake of 8,000 shares — an estimated $93.2K sold.

Novak & Powell Financial Services first reported a position in NWBI in Q1 2024 and held it in 1 quarter. The position peaked at $93.2K in Q1 2024. 220 funds tracked by Wall St. Rank hold NWBI as of Q2 2024.

  • Novak & Powell Financial Services reported no remaining Northwest Bancshares position as of Q2 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 8,000 Northwest Bancshares shares in Q2 2024, an estimated $93.2K.
  • Novak & Powell Financial Services first reported a position in Northwest Bancshares in Q1 2024 and held it in 1 quarter.
  • Novak & Powell Financial Services's Northwest Bancshares position peaked at $93.2K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2024.

Based on Novak & Powell Financial Services's 13F filing for Q2 2024, filed 15 Aug 2024.