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Sutton Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

Sutton 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
2023
Q1 		– Sell
-2,413
Closed -$33.7K – 1307
2022
Q4 		$33.7K Hold
2,413
– – 0.01% 512
2022
Q3 		$32.6K Hold
2,413
– – 0.01% 500
2022
Q2 		$30.9K Sell
2,413
-28
-1% -$357 0.01% 524
2022
Q1 		$33K Hold
2,441
– – 0.01% 541
2021
Q4 		$34.6K Buy
2,441
+36
+1% +$501 0.01% 527
2021
Q3 		$31.9K Hold
2,405
– – 0.01% 535
2021
Q2 		$32.8K Hold
2,405
– – 0.01% 544
2021
Q1 		$34.8K Hold
2,405
– – 0.01% 502
2020
Q4 		$30.6K Hold
2,405
– – 0.01% 488
2020
Q3 		$22.1K Buy
2,405
+554
+30% +$5.47K 0.01% 514
2020
Q2 		$18.9K Buy
1,851
+1,164
+169% +$12K 0.01% 548
2020
Q1 		$7.95K Sell
687
-861
-56% -$12.5K 0.01% 716
2019
Q4 		$25.7K Buy
1,548
+95
+7% +$1.59K 0.01% 507
2019
Q3 		$23.8K Hold
1,453
– – 0.01% 523
2019
Q2 		$25.6K Hold
1,453
– – 0.01% 498
2019
Q1 		$24.7K Hold
1,453
– – 0.01% 509
2018
Q4 		$24.6K Hold
1,453
– – 0.02% 458
2018
Q3 		$25.2K Hold
1,453
– – 0.02% 506
2018
Q2 		$25.3K Hold
1,453
– – 0.02% 515
2018
Q1 		$24.1K Hold
1,453
– – 0.02% 500
2017
Q4 		$24.3K Buy
1,453
+690
+90% +$11.6K 0.02% 487
2017
Q3 		$13.2K Sell
763
-1,124
-60% -$17.8K 0.01% 691
2017
Q2 		$29.5K Buy
1,887
+1,200
+175% +$19.1K 0.02% 403
2017
Q1 		$11.6K Hold
687
– – 0.01% 675
2016
Q4 		$12.4K Hold
687
– – 0.01% 633
2016
Q3 		$10.8K Hold
687
– – 0.01% 643
2016
Q2 		$10.2K Hold
687
– – 0.01% 627
2016
Q1 		$9.28K Buy
+687
New +$8.74K 0.01% 624

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's NWBI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q1 2023, closing a stake of 2,413 shares — an estimated $33.7K sold.

Sutton Wealth Advisors first reported a position in NWBI in Q1 2016 and held it in 28 quarters. The position peaked at $34.8K in Q1 2021. 212 funds tracked by Wall St. Rank hold NWBI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Northwest Bancshares position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,413 Northwest Bancshares shares in Q1 2023, an estimated $33.7K.
  • Sutton Wealth Advisors first reported a position in Northwest Bancshares in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Northwest Bancshares position peaked at $34.8K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.