WFA of San Diego’s Northwest Bancshares NWBI Stock Holding History

WFA of San Diego’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	-1,164	Closed	-$16.3K	–	299
2022 Q4	$16.3K	Buy	+1,164	New	+$16.8K	0.01%	309

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFA of San Diego's NWBI Position: Q1 2023 in Review

WFA of San Diego sold out of Northwest Bancshares (NWBI) in Q1 2023, closing a stake of 1,164 shares — an estimated $16.3K sold.

WFA of San Diego first reported a position in NWBI in Q4 2022 and held it in 1 quarter. The position peaked at $16.3K in Q4 2022. 212 funds tracked by Wall St. Rank hold NWBI as of Q1 2023.

WFA of San Diego reported no remaining Northwest Bancshares position as of Q1 2023 after selling out during the quarter.
WFA of San Diego sold 1,164 Northwest Bancshares shares in Q1 2023, an estimated $16.3K.
WFA of San Diego first reported a position in Northwest Bancshares in Q4 2022 and held it in 1 quarter.
WFA of San Diego's Northwest Bancshares position peaked at $16.3K in Q4 2022.
212 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.