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Atlas Private Wealth Management’s NBT Bancorp NBTB Stock Holding History

Atlas Private 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
2020
Q4 		– Sell
-521
Closed -$14K – 397
2020
Q3 		$14K Hold
521
– – 0.01% 285
2020
Q2 		$16K Hold
521
– – 0.01% 290
2020
Q1 		$17K Hold
521
– – 0.02% 260
2019
Q4 		$21K Buy
+521
New +$20.4K 0.02% 282

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlas Private Wealth Management's NBTB Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of NBT Bancorp (NBTB) in Q4 2020, closing a stake of 521 shares — an estimated $14K sold.

Atlas Private Wealth Management first reported a position in NBTB in Q4 2019 and held it in 4 quarters. The position peaked at $21K in Q4 2019. 168 funds tracked by Wall St. Rank hold NBTB as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining NBT Bancorp position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 521 NBT Bancorp shares in Q4 2020, an estimated $14K.
  • Atlas Private Wealth Management first reported a position in NBT Bancorp in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's NBT Bancorp position peaked at $21K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.