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IBEX Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

IBEX 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
Q4 		– Sell
-51,749
Closed -$934K – 222
2024
Q3 		$934K Buy
51,749
+50,700
+4,833% +$2.29M 0.26% 62
2024
Q2 		$40.5K Buy
+1,049
New +$37.9K 0.01% 168

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IBEX Wealth Advisors's NBTB Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of NBT Bancorp (NBTB) in Q4 2024, closing a stake of 51,749 shares — an estimated $934K sold.

IBEX Wealth Advisors first reported a position in NBTB in Q2 2024 and held it in 2 quarters. The position peaked at $934K in Q3 2024. 217 funds tracked by Wall St. Rank hold NBTB as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining NBT Bancorp position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 51,749 NBT Bancorp shares in Q4 2024, an estimated $934K.
  • IBEX Wealth Advisors first reported a position in NBT Bancorp in Q2 2024 and held it in 2 quarters.
  • IBEX Wealth Advisors's NBT Bancorp position peaked at $934K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.