TCI Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

TCI 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 Q2	–	Sell	-99	Closed	-$1.19K	–	1541
2023 Q1	$1.19K	Buy	99 +1	+1%	+$14	﹤0.01%	2081
2022 Q4	$1.37K	Hold	98	–	–	﹤0.01%	2054
2022 Q3	$1K	Buy	98 +3	+3%	+$42	﹤0.01%	2129
2022 Q2	$1K	Hold	95	–	–	﹤0.01%	2172
2022 Q1	$1K	Hold	95	–	–	﹤0.01%	2128
2021 Q4	$1K	Hold	95	–	–	﹤0.01%	2217
2021 Q3	$1K	Sell	95 -353	-79%	-$4.64K	﹤0.01%	2289
2021 Q2	$6K	Buy	448 +353	+372%	+$4.98K	﹤0.01%	1342
2021 Q1	$1K	Hold	95	–	–	﹤0.01%	2092
2020 Q4	$1K	Hold	95	–	–	﹤0.01%	1419
2020 Q3	$1K	Buy	+95	New	+$939	﹤0.01%	1376
2020 Q2	–	Sell	-268	Closed	-$3K	–	1612
2020 Q1	$3K	Buy	+268	New	+$3.9K	﹤0.01%	904

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's NWBI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q2 2023, closing a stake of 99 shares — an estimated $1.19K sold.

TCI Wealth Advisors first reported a position in NWBI in Q1 2020 and held it in 12 quarters. The position peaked at $6K in Q2 2021. 199 funds tracked by Wall St. Rank hold NWBI as of Q2 2023.

TCI Wealth Advisors reported no remaining Northwest Bancshares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 99 Northwest Bancshares shares in Q2 2023, an estimated $1.19K.
TCI Wealth Advisors first reported a position in Northwest Bancshares in Q1 2020 and held it in 12 quarters.
TCI Wealth Advisors's Northwest Bancshares position peaked at $6K in Q2 2021.
199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.