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Sowell Financial Services’s Northwest Bancshares NWBI Stock Holding History

Sowell Financial Services’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
-172
Closed -$3K – 2606
2019
Q4 		$3K Hold
172
– – ﹤0.01% 2083
2019
Q3 		$3K Buy
+172
New +$2.87K ﹤0.01% 1959

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Wellington Management Group
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State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's NWBI Position: Q1 2020 in Review

Sowell Financial Services sold out of Northwest Bancshares (NWBI) in Q1 2020, closing a stake of 172 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in NWBI in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 185 funds tracked by Wall St. Rank hold NWBI as of Q1 2020.

  • Sowell Financial Services reported no remaining Northwest Bancshares position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 172 Northwest Bancshares shares in Q1 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in Northwest Bancshares in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Northwest Bancshares position peaked at $3K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.