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Realta Investment Advisors’s Northwest Bancshares NWBI Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-6,462
Closed -$107K – 1027
2019
Q4 		$107K Sell
6,462
-784
-11% -$13.1K 0.03% 482
2019
Q3 		$118K Sell
7,246
-1,025
-12% -$17.1K 0.03% 458
2019
Q2 		$147K Buy
8,271
+6,287
+317% +$108K 0.04% 397
2019
Q1 		$33K Buy
+1,984
New +$35.2K 0.02% 650

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's NWBI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Northwest Bancshares (NWBI) in Q1 2020, closing a stake of 6,462 shares — an estimated $107K sold.

Realta Investment Advisors first reported a position in NWBI in Q1 2019 and held it in 4 quarters. The position peaked at $147K in Q2 2019. 186 funds tracked by Wall St. Rank hold NWBI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Northwest Bancshares position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 6,462 Northwest Bancshares shares in Q1 2020, an estimated $107K.
  • Realta Investment Advisors first reported a position in Northwest Bancshares in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Northwest Bancshares position peaked at $147K in Q2 2019.
  • 186 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.