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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
2021
Q1 		– Sell
-1
Closed – – 852
2020
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 612
2020
Q2 		– Sell
-7
Closed -$237 – 565
2020
Q1 		$237 Buy
7
+1
+17% +$37 ﹤0.01% 687
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's NBTB Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of NBT Bancorp (NBTB) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in NBTB in Q1 2018 and held it in 7 quarters. The position peaked at $41K in Q4 2019. 163 funds tracked by Wall St. Rank hold NBTB as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining NBT Bancorp position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 NBT Bancorp share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in NBT Bancorp in Q1 2018 and held it in 7 quarters.
  • Financial Gravity Asset Management's NBT Bancorp position peaked at $41K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.