Carolinas Wealth Consulting’s NBT Bancorp NBTB Stock Holding History

Carolinas Wealth Consulting’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 Q3	–	Sell	-2,296	Closed	-$71K	–	982
2020 Q2	$71K	Buy	+2,296	New	+$71.5K	0.03%	173

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Carolinas Wealth Consulting's NBTB Position: Q3 2020 in Review

Carolinas Wealth Consulting sold out of NBT Bancorp (NBTB) in Q3 2020, closing a stake of 2,296 shares — an estimated $71K sold.

Carolinas Wealth Consulting first reported a position in NBTB in Q2 2020 and held it in 1 quarter. The position peaked at $71K in Q2 2020. 151 funds tracked by Wall St. Rank hold NBTB as of Q3 2020.

Carolinas Wealth Consulting reported no remaining NBT Bancorp position as of Q3 2020 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,296 NBT Bancorp shares in Q3 2020, an estimated $71K.
Carolinas Wealth Consulting first reported a position in NBT Bancorp in Q2 2020 and held it in 1 quarter.
Carolinas Wealth Consulting's NBT Bancorp position peaked at $71K in Q2 2020.
151 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2020, filed 12 Nov 2020.