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Bell Investment Advisors’s NBT Bancorp NBTB Stock Holding History

Bell Investment 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
2023
Q1 		– Sell
-33
Closed -$1.43K – 1962
2022
Q4 		$1.43K Hold
33
– – ﹤0.01% 1450
2022
Q3 		$1K Hold
33
– – ﹤0.01% 1491
2022
Q2 		$1K Buy
+33
New +$1.2K ﹤0.01% 1509
2021
Q4 		$2K Buy
59
+40
+211% +$1.49K ﹤0.01% 1182
2021
Q3 		$1K Buy
+19
New +$667 ﹤0.01% 1472

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's NBTB Position: Q1 2023 in Review

Bell Investment Advisors sold out of NBT Bancorp (NBTB) in Q1 2023, closing a stake of 33 shares — an estimated $1.43K sold.

Bell Investment Advisors first reported a position in NBTB in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 182 funds tracked by Wall St. Rank hold NBTB as of Q1 2023.

  • Bell Investment Advisors reported no remaining NBT Bancorp position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 33 NBT Bancorp shares in Q1 2023, an estimated $1.43K.
  • Bell Investment Advisors first reported a position in NBT Bancorp in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's NBT Bancorp position peaked at $2K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.