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MassMutual Private Wealth & Trust’s NBT Bancorp NBTB Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q4 		– Sell
-128
Closed -$4.06K – 2040
2023
Q3 		$4.06K Hold
128
– – ﹤0.01% 1315
2023
Q2 		$4.08K Buy
128
+112
+700% +$3.75K ﹤0.01% 1272
2023
Q1 		$539 Sell
16
-47
-75% -$1.84K ﹤0.01% 1668
2022
Q4 		$3K Buy
63
+47
+294% +$2.07K ﹤0.01% 1163
2022
Q3 		$1K Buy
+16
New +$632 ﹤0.01% 1466

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's NBTB Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of NBT Bancorp (NBTB) in Q4 2023, closing a stake of 128 shares — an estimated $4.06K sold.

MassMutual Private Wealth & Trust first reported a position in NBTB in Q3 2022 and held it in 5 quarters. The position peaked at $4.08K in Q2 2023. 188 funds tracked by Wall St. Rank hold NBTB as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining NBT Bancorp position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 128 NBT Bancorp shares in Q4 2023, an estimated $4.06K.
  • MassMutual Private Wealth & Trust first reported a position in NBT Bancorp in Q3 2022 and held it in 5 quarters.
  • MassMutual Private Wealth & Trust's NBT Bancorp position peaked at $4.08K in Q2 2023.
  • 188 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.