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Abound Wealth Management’s NBT Bancorp NBTB Stock Holding History

Abound Wealth Management’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13
Closed -$477 – 1265
2024
Q1 		$477 Hold
13
– – ﹤0.01% 908
2023
Q4 		$545 Sell
13
-2
-13% -$72 ﹤0.01% 894
2023
Q3 		$476 Hold
15
– – ﹤0.01% 822
2023
Q2 		$478 Buy
+15
New +$502 ﹤0.01% 858

Other funds holding NBTB

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Abound Wealth Management's NBTB Position: Q2 2024 in Review

Abound Wealth Management sold out of NBT Bancorp (NBTB) in Q2 2024, closing a stake of 13 shares — an estimated $477 sold.

Abound Wealth Management first reported a position in NBTB in Q2 2023 and held it in 4 quarters. The position peaked at $545 in Q4 2023. 184 funds tracked by Wall St. Rank hold NBTB as of Q2 2024.

  • Abound Wealth Management reported no remaining NBT Bancorp position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 13 NBT Bancorp shares in Q2 2024, an estimated $477.
  • Abound Wealth Management first reported a position in NBT Bancorp in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's NBT Bancorp position peaked at $545 in Q4 2023.
  • 184 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.