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Newbridge Financial Services Group’s NBT Bancorp NBTB Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-850
Closed -$31K – 1538
2021
Q2 		$31K Hold
850
– – 0.02% 619
2021
Q1 		$34K Buy
+850
New +$31.3K 0.03% 513

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Newbridge Financial Services Group's NBTB Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of NBT Bancorp (NBTB) in Q3 2021, closing a stake of 850 shares — an estimated $31K sold.

Newbridge Financial Services Group first reported a position in NBTB in Q1 2021 and held it in 2 quarters. The position peaked at $34K in Q1 2021. 182 funds tracked by Wall St. Rank hold NBTB as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining NBT Bancorp position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 850 NBT Bancorp shares in Q3 2021, an estimated $31K.
  • Newbridge Financial Services Group first reported a position in NBT Bancorp in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's NBT Bancorp position peaked at $34K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.