Raymond James Financial Services Advisors’s Northwest Bancshares NWBI Stock Holding History

Raymond James Financial Services Advisors’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 Q1	–	Sell	-17,412	Closed	-$217K	–	3462
2023 Q4	$217K	Sell	17,412 -2,073	-11%	-$23.1K	﹤0.01%	2938
2023 Q3	$199K	Buy	+19,485	New	+$217K	﹤0.01%	2939
2021 Q3	–	Sell	-10,027	Closed	-$137K	–	3380
2021 Q2	$137K	Sell	10,027 -342	-3%	-$4.83K	﹤0.01%	3093
2021 Q1	$150K	Sell	10,369 -393	-4%	-$5.53K	﹤0.01%	2980
2020 Q4	$137K	Buy	10,762 +536	+5%	+$6.11K	﹤0.01%	2813
2020 Q3	$94K	Sell	10,226 -2,000	-16%	-$19.8K	﹤0.01%	2701
2020 Q2	$125K	Buy	+12,226	New	+$126K	﹤0.01%	2598
2018 Q4	–	Sell	-10,445	Closed	-$181K	–	2747
2018 Q3	$181K	Buy	+10,445	New	+$188K	﹤0.01%	2559

Other funds holding NWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial Services Advisors's NWBI Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Northwest Bancshares (NWBI) in Q1 2024, closing a stake of 17,412 shares — an estimated $217K sold.

Raymond James Financial Services Advisors first reported a position in NWBI in Q3 2018 and held it in 8 quarters. The position peaked at $217K in Q4 2023. 217 funds tracked by Wall St. Rank hold NWBI as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining Northwest Bancshares position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 17,412 Northwest Bancshares shares in Q1 2024, an estimated $217K.
Raymond James Financial Services Advisors first reported a position in Northwest Bancshares in Q3 2018 and held it in 8 quarters.
Raymond James Financial Services Advisors's Northwest Bancshares position peaked at $217K in Q4 2023.
217 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.