DCM Advisors’s NBT Bancorp NBTB Stock Holding History

DCM 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
2022 Q4	–	Sell	-6,500	Closed	-$247K	–	134
2022 Q3	$247K	Buy	+6,500	New	+$257K	0.12%	166

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DCM Advisors's NBTB Position: Q4 2022 in Review

DCM Advisors sold out of NBT Bancorp (NBTB) in Q4 2022, closing a stake of 6,500 shares — an estimated $247K sold.

DCM Advisors first reported a position in NBTB in Q3 2022 and held it in 1 quarter. The position peaked at $247K in Q3 2022. 195 funds tracked by Wall St. Rank hold NBTB as of Q4 2022.

DCM Advisors reported no remaining NBT Bancorp position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 6,500 NBT Bancorp shares in Q4 2022, an estimated $247K.
DCM Advisors first reported a position in NBT Bancorp in Q3 2022 and held it in 1 quarter.
DCM Advisors's NBT Bancorp position peaked at $247K in Q3 2022.
195 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.