Opes Wealth Management’s NBT Bancorp NBTB Stock Holding History

Opes 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
2022 Q2	–	Sell	-8,559	Closed	-$309K	–	101
2022 Q1	$309K	Hold	8,559	–	–	0.1%	84
2021 Q4	$330K	Hold	8,559	–	–	0.1%	84
2021 Q3	$309K	Hold	8,559	–	–	0.11%	77
2021 Q2	$308K	Hold	8,559	–	–	0.11%	71
2021 Q1	$342K	Hold	8,559	–	–	0.13%	67
2020 Q4	$275K	Hold	8,559	–	–	0.13%	68
2020 Q3	$230K	Hold	8,559	–	–	0.11%	72
2020 Q2	$263K	Hold	8,559	–	–	0.13%	61
2020 Q1	$277K	Hold	8,559	–	–	0.21%	43
2019 Q4	$347K	Hold	8,559	–	–	0.21%	37
2019 Q3	$313K	Hold	8,559	–	–	0.21%	40
2019 Q2	$321K	Buy	+8,559	New	+$318K	0.22%	37

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Opes Wealth Management's NBTB Position: Q2 2022 in Review

Opes Wealth Management sold out of NBT Bancorp (NBTB) in Q2 2022, closing a stake of 8,559 shares — an estimated $309K sold.

Opes Wealth Management first reported a position in NBTB in Q2 2019 and held it in 12 quarters. The position peaked at $347K in Q4 2019. 188 funds tracked by Wall St. Rank hold NBTB as of Q2 2022.

Opes Wealth Management reported no remaining NBT Bancorp position as of Q2 2022 after selling out during the quarter.
Opes Wealth Management sold 8,559 NBT Bancorp shares in Q2 2022, an estimated $309K.
Opes Wealth Management first reported a position in NBT Bancorp in Q2 2019 and held it in 12 quarters.
Opes Wealth Management's NBT Bancorp position peaked at $347K in Q4 2019.
188 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2022.

Based on Opes Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.