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TFO Wealth Partners’s Northwest Bancshares NWBI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$35 – 538
2024
Q1 		$35 Hold
3
– – ﹤0.01% 743
2023
Q4 		$37 Hold
3
– – ﹤0.01% 889
2023
Q3 		$32 Hold
3
– – ﹤0.01% 1072
2023
Q2 		$32 Hold
3
– – ﹤0.01% 793
2023
Q1 		$36 Buy
3
+1
+50% +$14 ﹤0.01% 765
2022
Q4 		$1.09K Buy
+2
New +$29 ﹤0.01% 347

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's NWBI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Northwest Bancshares (NWBI) in Q2 2024, closing a stake of 3 shares — an estimated $35 sold.

TFO Wealth Partners first reported a position in NWBI in Q4 2022 and held it in 6 quarters. The position peaked at $1.09K in Q4 2022. 220 funds tracked by Wall St. Rank hold NWBI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Northwest Bancshares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Northwest Bancshares shares in Q2 2024, an estimated $35.
  • TFO Wealth Partners first reported a position in Northwest Bancshares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Northwest Bancshares position peaked at $1.09K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.