WFS
NWBI icon

Widmann Financial Services’s Northwest Bancshares NWBI Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-100
Closed -$1K – 326
2021
Q4 		$1K Buy
+100
New +$1.39K ﹤0.01% 439

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Widmann Financial Services's NWBI Position: Q1 2022 in Review

Widmann Financial Services sold out of Northwest Bancshares (NWBI) in Q1 2022, closing a stake of 100 shares — an estimated $1K sold.

Widmann Financial Services first reported a position in NWBI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 196 funds tracked by Wall St. Rank hold NWBI as of Q1 2022.

  • Widmann Financial Services reported no remaining Northwest Bancshares position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 100 Northwest Bancshares shares in Q1 2022, an estimated $1K.
  • Widmann Financial Services first reported a position in Northwest Bancshares in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Northwest Bancshares position peaked at $1K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.