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ALPS Advisors’s NBT Bancorp NBTB Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-10,919
Closed -$421K – 922
2021
Q4 		$421K Buy
10,919
+140
+1% +$5.22K ﹤0.01% 610
2021
Q3 		$389K Buy
+10,779
New +$378K ﹤0.01% 588
2020
Q1 		– Sell
-9,346
Closed -$379K – 880
2019
Q4 		$379K Sell
9,346
-406
-4% -$15.9K ﹤0.01% 627
2019
Q3 		$357K Buy
+9,752
New +$357K ﹤0.01% 667

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors's NBTB Position: Q1 2022 in Review

ALPS Advisors sold out of NBT Bancorp (NBTB) in Q1 2022, closing a stake of 10,919 shares — an estimated $421K sold.

ALPS Advisors first reported a position in NBTB in Q3 2019 and held it in 4 quarters. The position peaked at $421K in Q4 2021. 193 funds tracked by Wall St. Rank hold NBTB as of Q1 2022.

  • ALPS Advisors reported no remaining NBT Bancorp position as of Q1 2022 after selling out during the quarter.
  • ALPS Advisors sold 10,919 NBT Bancorp shares in Q1 2022, an estimated $421K.
  • ALPS Advisors first reported a position in NBT Bancorp in Q3 2019 and held it in 4 quarters.
  • ALPS Advisors's NBT Bancorp position peaked at $421K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2022.

Based on ALPS Advisors's 13F filing for Q1 2022, filed 16 May 2022.