AWAP
NBTB icon

Alliance Wealth Advisors (Pennsylvania)’s NBT Bancorp NBTB Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2022
Q2 		– Sell
-6,583
Closed -$238K – 119
2022
Q1 		$238K Buy
6,583
+693
+12% +$26.9K 0.2% 104
2021
Q4 		$227K Sell
5,890
-500
-8% -$18.7K 0.18% 102
2021
Q3 		$231K Buy
6,390
+500
+8% +$17.6K 0.2% 99
2021
Q2 		$212K Hold
5,890
– – 0.19% 104
2021
Q1 		$235K Buy
+5,890
New +$217K 0.23% 91

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alliance Wealth Advisors (Pennsylvania)'s NBTB Position: Q2 2022 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of NBT Bancorp (NBTB) in Q2 2022, closing a stake of 6,583 shares — an estimated $238K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in NBTB in Q1 2021 and held it in 5 quarters. The position peaked at $238K in Q1 2022. 188 funds tracked by Wall St. Rank hold NBTB as of Q2 2022.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining NBT Bancorp position as of Q2 2022 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 6,583 NBT Bancorp shares in Q2 2022, an estimated $238K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in NBT Bancorp in Q1 2021 and held it in 5 quarters.
  • Alliance Wealth Advisors (Pennsylvania)'s NBT Bancorp position peaked at $238K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2022.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 20 Jul 2022.