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B. Riley Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-9,058
Closed -$287K – 1534
2024
Q1 		$287K Buy
+9,058
New +$328K 0.01% 1055
2023
Q4 		– Sell
-9,058
Closed -$287K – 1472
2023
Q3 		$287K Hold
9,058
– – 0.01% 1055
2023
Q2 		$288K Hold
9,058
– – 0.01% 1141
2023
Q1 		$305K Hold
9,058
– – 0.01% 1061
2022
Q4 		$393K Sell
9,058
-102
-1% -$4.5K 0.01% 892
2022
Q3 		$348K Buy
+9,160
New +$362K 0.01% 931

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

B. Riley Wealth Advisors's NBTB Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of NBT Bancorp (NBTB) in Q2 2024, closing a stake of 9,058 shares — an estimated $287K sold.

B. Riley Wealth Advisors first reported a position in NBTB in Q3 2022 and held it in 6 quarters. The position peaked at $393K in Q4 2022. 184 funds tracked by Wall St. Rank hold NBTB as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining NBT Bancorp position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,058 NBT Bancorp shares in Q2 2024, an estimated $287K.
  • B. Riley Wealth Advisors first reported a position in NBT Bancorp in Q3 2022 and held it in 6 quarters.
  • B. Riley Wealth Advisors's NBT Bancorp position peaked at $393K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.