Altavista Wealth Management’s NBT Bancorp NBTB Stock Holding History

Altavista 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
2021 Q4	$689K	Hold	17,897	–	–	0.14%	109
2021 Q3	$646K	Hold	17,897	–	–	0.14%	106
2021 Q2	$644K	Hold	17,897	–	–	0.14%	106
2021 Q1	$714K	Hold	17,897	–	–	0.17%	94
2020 Q4	$574K	Hold	17,897	–	–	0.15%	99
2020 Q3	$480K	Hold	17,897	–	–	0.13%	101
2020 Q2	$551K	Hold	17,897	–	–	0.16%	92
2020 Q1	$580K	Hold	17,897	–	–	0.2%	81
2019 Q4	$726K	Hold	17,897	–	–	0.22%	85
2019 Q3	$655K	Buy	+17,897	New	+$655K	0.2%	87

Other funds holding NBTB

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Altavista Wealth Management's NBTB Position: Q4 2021 in Review

Altavista Wealth Management held its NBT Bancorp (NBTB) position steady in Q4 2021 at 17,897 shares worth $689K. The position accounts for 0.14% of the portfolio, ranked #109.

Altavista Wealth Management first reported a position in NBTB in Q3 2019 and has held it in 10 quarters since. The position peaked at $726K in Q4 2019. 183 funds tracked by Wall St. Rank hold NBTB as of Q4 2021.

Altavista Wealth Management held 17,897 shares of NBT Bancorp worth $689K as of Q4 2021.
Altavista Wealth Management left its NBT Bancorp share count unchanged in Q4 2021.
NBT Bancorp made up 0.14% of Altavista Wealth Management's portfolio in Q4 2021, its #109 holding.
Altavista Wealth Management first reported a position in NBT Bancorp in Q3 2019 and has held it in 10 quarters since.
Altavista Wealth Management's NBT Bancorp position peaked at $726K in Q4 2019.
183 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.