Financial Gravity Asset Management’s NBT Bancorp NBTB Stock Holding History

Financial Gravity Asset 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
2020 Q4	$0	Buy	+1	New	+$30	﹤0.01%	612
2019 Q4	$41K	Buy	+6	New	+$235	0.03%	731
2019 Q2	–	Sell	-13	Closed	–	–	1522
2019 Q1	$0	Buy	+13	New	+$480	﹤0.01%	1468
2018 Q3	$1K	Buy	24 +2	+9%	+$80	﹤0.01%	1195
2018 Q2	$1K	Sell	22 -2	-8%	-$75	﹤0.01%	1219
2018 Q1	$1K	Buy	+24	New	+$880	﹤0.01%	1207

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's NBTB Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in NBT Bancorp (NBTB) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in NBTB as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in NBTB in Q1 2018 and has held it in 6 quarters since. The position peaked at $41K in Q4 2019. 168 funds tracked by Wall St. Rank hold NBTB as of Q4 2020.

Financial Gravity Asset Management held 1 share of NBT Bancorp worth $0 as of Q4 2020.
NBT Bancorp was a new Financial Gravity Asset Management position in Q4 2020.
NBT Bancorp made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #612 holding.
Financial Gravity Asset Management first reported a position in NBT Bancorp in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Asset Management's NBT Bancorp position peaked at $41K in Q4 2019.
168 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.