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Regent Peak Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-49
Closed -$1K – 703
2020
Q4 		$1K Buy
+49
New +$559 ﹤0.01% 962

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's NWBI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q1 2021, closing a stake of 49 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in NWBI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 198 funds tracked by Wall St. Rank hold NWBI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Northwest Bancshares position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 49 Northwest Bancshares shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Northwest Bancshares in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Northwest Bancshares position peaked at $1K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.