Joseph P. Lucia & Associates’s NBT Bancorp NBTB Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-3,000	Closed	-$113K	–	319
2022 Q2	$113K	Hold	3,000	–	–	0.08%	135
2022 Q1	$108K	Buy	+3,000	New	+$117K	0.07%	150
2021 Q4	–	Sell	-3,000	Closed	-$108K	–	397
2021 Q3	$108K	Sell	3,000 -500	-14%	-$17.6K	0.06%	163
2021 Q2	$126K	Hold	3,500	–	–	0.08%	150
2021 Q1	$140K	Hold	3,500	–	–	0.06%	132
2020 Q4	$112K	Buy	+3,500	New	+$105K	0.08%	140
2020 Q3	–	Sell	-4,500	Closed	-$138K	–	319
2020 Q2	$138K	Hold	4,500	–	–	0.12%	109
2020 Q1	$146K	Hold	4,500	–	–	0.16%	93
2019 Q4	$183K	Hold	4,500	–	–	0.17%	100
2019 Q3	$165K	Hold	4,500	–	–	0.17%	97
2019 Q2	$169K	Hold	4,500	–	–	0.18%	90
2019 Q1	$165K	Buy	+4,500	New	+$166K	0.29%	61

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Joseph P. Lucia & Associates's NBTB Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of NBT Bancorp (NBTB) in Q3 2022, closing a stake of 3,000 shares — an estimated $113K sold.

Joseph P. Lucia & Associates first reported a position in NBTB in Q1 2019 and held it in 12 quarters. The position peaked at $183K in Q4 2019. 184 funds tracked by Wall St. Rank hold NBTB as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining NBT Bancorp position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 3,000 NBT Bancorp shares in Q3 2022, an estimated $113K.
Joseph P. Lucia & Associates first reported a position in NBT Bancorp in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's NBT Bancorp position peaked at $183K in Q4 2019.
184 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.