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River Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

River 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
2019
Q1 		– Sell
-5,911
Closed -$100K – 375
2018
Q4 		$100K Hold
5,911
– – 0.04% 189
2018
Q3 		$102K Hold
5,911
– – 0.04% 206
2018
Q2 		$103K Buy
+5,911
New +$101K 0.04% 197

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Wealth Advisors's NWBI Position: Q1 2019 in Review

River Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q1 2019, closing a stake of 5,911 shares — an estimated $100K sold.

River Wealth Advisors first reported a position in NWBI in Q2 2018 and held it in 3 quarters. The position peaked at $103K in Q2 2018. 199 funds tracked by Wall St. Rank hold NWBI as of Q1 2019.

  • River Wealth Advisors reported no remaining Northwest Bancshares position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 5,911 Northwest Bancshares shares in Q1 2019, an estimated $100K.
  • River Wealth Advisors first reported a position in Northwest Bancshares in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Northwest Bancshares position peaked at $103K in Q2 2018.
  • 199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.