Truist Financial
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Truist Financial’s Northwest Bancshares NWBI Stock Holding History

Truist Financial’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
-10,156
Closed -$142K – 2641
2022
Q4 		$142K Hold
10,156
– – ﹤0.01% 2452
2022
Q3 		$137K Buy
+10,156
New +$141K ﹤0.01% 2377
2020
Q2 		– Sell
-697,583
Closed -$8.07M – 2536
2020
Q1 		$8.07M Sell
697,583
-820
-0.1% -$11.9K 0.02% 556
2019
Q4 		$11.6M Buy
+698,403
New +$11.7M 0.02% 529

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

Truist Financial's NWBI Position: Q1 2023 in Review

Truist Financial sold out of Northwest Bancshares (NWBI) in Q1 2023, closing a stake of 10,156 shares — an estimated $142K sold.

Truist Financial first reported a position in NWBI in Q4 2019 and held it in 4 quarters. The position peaked at $11.6M in Q4 2019. 212 funds tracked by Wall St. Rank hold NWBI as of Q1 2023.

  • Truist Financial reported no remaining Northwest Bancshares position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 10,156 Northwest Bancshares shares in Q1 2023, an estimated $142K.
  • Truist Financial first reported a position in Northwest Bancshares in Q4 2019 and held it in 4 quarters.
  • Truist Financial's Northwest Bancshares position peaked at $11.6M in Q4 2019.
  • 212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.