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Baystate Wealth Management’s NBT Bancorp NBTB Stock Holding History

Baystate 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
2023
Q4 		$250K Hold
5,968
– – 0.02% 186
2023
Q3 		$189K Buy
+5,968
New +$204K 0.02% 199

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's NBTB Position: Q4 2023 in Review

Baystate Wealth Management held its NBT Bancorp (NBTB) position steady in Q4 2023 at 5,968 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #186.

Baystate Wealth Management first reported a position in NBTB in Q3 2023 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold NBTB as of Q4 2023.

  • Baystate Wealth Management held 5,968 shares of NBT Bancorp worth $250K as of Q4 2023.
  • Baystate Wealth Management left its NBT Bancorp share count unchanged in Q4 2023.
  • NBT Bancorp made up 0.02% of Baystate Wealth Management's portfolio in Q4 2023, its #186 holding.
  • Baystate Wealth Management first reported a position in NBT Bancorp in Q3 2023 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.