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Harvest Group Wealth Management’s NBT Bancorp NBTB Stock Holding History

Harvest Group Wealth 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
Q2 		– Sell
-5
Closed – – 728
2020
Q1 		$0 Sell
5
-118
-96% -$4.32K ﹤0.01% 821
2019
Q4 		$4K Hold
123
– – ﹤0.01% 442
2019
Q3 		$5K Hold
123
– – 0.01% 415
2019
Q2 		$4K Hold
123
– – 0.01% 400
2019
Q1 		$4K Buy
+123
New +$4.54K ﹤0.01% 439

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Harvest Group Wealth Management's NBTB Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of NBT Bancorp (NBTB) in Q2 2020, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in NBTB in Q1 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 165 funds tracked by Wall St. Rank hold NBTB as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining NBT Bancorp position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 NBT Bancorp shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in NBT Bancorp in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's NBT Bancorp position peaked at $5K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.