ARS Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

ARS Wealth 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
2019 Q4	–	Sell	-7,279	Closed	-$266K	–	113
2019 Q3	$266K	Buy	+7,279	New	+$267K	0.08%	92

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ARS Wealth Advisors's NBTB Position: Q4 2019 in Review

ARS Wealth Advisors sold out of NBT Bancorp (NBTB) in Q4 2019, closing a stake of 7,279 shares — an estimated $266K sold.

ARS Wealth Advisors first reported a position in NBTB in Q3 2019 and held it in 1 quarter. The position peaked at $266K in Q3 2019. 157 funds tracked by Wall St. Rank hold NBTB as of Q4 2019.

ARS Wealth Advisors reported no remaining NBT Bancorp position as of Q4 2019 after selling out during the quarter.
ARS Wealth Advisors sold 7,279 NBT Bancorp shares in Q4 2019, an estimated $266K.
ARS Wealth Advisors first reported a position in NBT Bancorp in Q3 2019 and held it in 1 quarter.
ARS Wealth Advisors's NBT Bancorp position peaked at $266K in Q3 2019.
157 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2019.

Based on ARS Wealth Advisors's 13F filing for Q4 2019, filed 11 Jun 2021.