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Encompass Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

Encompass 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
-9,661
Closed -$354K – 289
2024
Q1 		$354K Buy
+9,661
New +$350K 0.09% 179

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

Encompass Wealth Advisors's NBTB Position: Q2 2024 in Review

Encompass Wealth Advisors sold out of NBT Bancorp (NBTB) in Q2 2024, closing a stake of 9,661 shares — an estimated $354K sold.

Encompass Wealth Advisors first reported a position in NBTB in Q1 2024 and held it in 1 quarter. The position peaked at $354K in Q1 2024. 184 funds tracked by Wall St. Rank hold NBTB as of Q2 2024.

  • Encompass Wealth Advisors reported no remaining NBT Bancorp position as of Q2 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 9,661 NBT Bancorp shares in Q2 2024, an estimated $354K.
  • Encompass Wealth Advisors first reported a position in NBT Bancorp in Q1 2024 and held it in 1 quarter.
  • Encompass Wealth Advisors's NBT Bancorp position peaked at $354K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2024.

Based on Encompass Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.