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Patriot Financial Group Insurance Agency’s Northwest Bancshares NWBI Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-16
Closed – – 1954
2020
Q3 		$0 Hold
16
– – ﹤0.01% 1791
2020
Q2 		$0 Hold
16
– – ﹤0.01% 1784
2020
Q1 		$0 Hold
16
– – ﹤0.01% 1679
2019
Q4 		$0 Buy
16
+7
+78% +$117 ﹤0.01% 1406
2019
Q3 		$0 Hold
9
– – ﹤0.01% 1416
2019
Q2 		$1K Hold
9
– – ﹤0.01% 1289
2019
Q1 		$0 Buy
+9
New +$160 ﹤0.01% 1287

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State Street
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Wellington Management Group
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Invesco
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NWBI Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Northwest Bancshares (NWBI) in Q4 2020, closing a stake of 16 shares.

Patriot Financial Group Insurance Agency first reported a position in NWBI in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 175 funds tracked by Wall St. Rank hold NWBI as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Northwest Bancshares position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 Northwest Bancshares shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Northwest Bancshares in Q1 2019 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Northwest Bancshares position peaked at $1K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.