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First Horizon Advisors’s Orange County Bancorp OBT Stock Holding History

First Horizon Advisors’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,000
Closed -$108K – 2430
2023
Q3 		$108K Buy
+5,000
New +$109K ﹤0.01% 609

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Horizon Advisors's OBT Position: Q4 2023 in Review

First Horizon Advisors sold out of Orange County Bancorp (OBT) in Q4 2023, closing a stake of 5,000 shares — an estimated $108K sold.

First Horizon Advisors first reported a position in OBT in Q3 2023 and held it in 1 quarter. The position peaked at $108K in Q3 2023. 52 funds tracked by Wall St. Rank hold OBT as of Q4 2023.

  • First Horizon Advisors reported no remaining Orange County Bancorp position as of Q4 2023 after selling out during the quarter.
  • First Horizon Advisors sold 5,000 Orange County Bancorp shares in Q4 2023, an estimated $108K.
  • First Horizon Advisors first reported a position in Orange County Bancorp in Q3 2023 and held it in 1 quarter.
  • First Horizon Advisors's Orange County Bancorp position peaked at $108K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2023.

Based on First Horizon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.