MinichMacGregor Wealth Management’s NBT Bancorp NBTB Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-1,154	Closed	-$50.1K	–	434
2022 Q4	$50.1K	Buy	+1,154	New	+$50.9K	0.02%	180
2018 Q4	–	Sell	-3,849	Closed	-$144K	–	348
2018 Q3	$144K	Sell	3,849 -2,654	-41%	-$106K	0.1%	56
2018 Q2	$251K	Buy	6,503 +42	+0.7%	+$1.58K	0.18%	39
2018 Q1	$229K	Hold	6,461	–	–	0.18%	36
2017 Q4	$237K	Hold	6,461	–	–	0.19%	35
2017 Q3	$237K	Hold	6,461	–	–	0.2%	35
2017 Q2	$238K	Hold	6,461	–	–	0.21%	33
2017 Q1	$239K	Hold	6,461	–	–	0.22%	33
2016 Q4	$270K	Hold	6,461	–	–	0.25%	30
2016 Q3	$212K	Hold	6,461	–	–	0.2%	36
2016 Q2	$184K	Sell	6,461 -147	-2%	-$4.13K	0.17%	40
2016 Q1	$178K	Sell	6,608 -150	-2%	-$3.9K	0.17%	41
2015 Q4	$166K	Buy	+6,758	New	+$192K	0.15%	38

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's NBTB Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of NBT Bancorp (NBTB) in Q1 2023, closing a stake of 1,154 shares — an estimated $50.1K sold.

MinichMacGregor Wealth Management first reported a position in NBTB in Q4 2015 and held it in 13 quarters. The position peaked at $270K in Q4 2016. 182 funds tracked by Wall St. Rank hold NBTB as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining NBT Bancorp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,154 NBT Bancorp shares in Q1 2023, an estimated $50.1K.
MinichMacGregor Wealth Management first reported a position in NBT Bancorp in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's NBT Bancorp position peaked at $270K in Q4 2016.
182 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.