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West Financial Advisors’s Northwest Bancshares NWBI Stock Holding History

West Financial 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
2024
Q1 		– Sell
-61
Closed -$763 – 162
2023
Q4 		$763 Hold
61
– – ﹤0.01% 150
2023
Q3 		$625 Buy
61
+1
+2% +$11 ﹤0.01% 191
2023
Q2 		$636 Buy
+60
New +$667 ﹤0.01% 170

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

West Financial Advisors's NWBI Position: Q1 2024 in Review

West Financial Advisors sold out of Northwest Bancshares (NWBI) in Q1 2024, closing a stake of 61 shares — an estimated $763 sold.

West Financial Advisors first reported a position in NWBI in Q2 2023 and held it in 3 quarters. The position peaked at $763 in Q4 2023. 217 funds tracked by Wall St. Rank hold NWBI as of Q1 2024.

  • West Financial Advisors reported no remaining Northwest Bancshares position as of Q1 2024 after selling out during the quarter.
  • West Financial Advisors sold 61 Northwest Bancshares shares in Q1 2024, an estimated $763.
  • West Financial Advisors first reported a position in Northwest Bancshares in Q2 2023 and held it in 3 quarters.
  • West Financial Advisors's Northwest Bancshares position peaked at $763 in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.