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Tyler-Stone Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Tyler-Stone Wealth Management’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
2022
Q2 		– Sell
-406
Closed -$5K – 896
2022
Q1 		$5K Buy
406
+6
+2% +$85 ﹤0.01% 675
2021
Q4 		$6K Buy
+400
New +$5.57K ﹤0.01% 682

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tyler-Stone Wealth Management's NWBI Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of Northwest Bancshares (NWBI) in Q2 2022, closing a stake of 406 shares — an estimated $5K sold.

Tyler-Stone Wealth Management first reported a position in NWBI in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 198 funds tracked by Wall St. Rank hold NWBI as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining Northwest Bancshares position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 406 Northwest Bancshares shares in Q2 2022, an estimated $5K.
  • Tyler-Stone Wealth Management first reported a position in Northwest Bancshares in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Northwest Bancshares position peaked at $6K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.