Pathstone Family Office’s NBT Bancorp NBTB Stock Holding History

Pathstone Family Office’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
2020 Q4	–	Sell	-7,250	Closed	-$194K	–	1271
2020 Q3	$194K	Buy	+7,250	New	+$215K	0.02%	202

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pathstone Family Office's NBTB Position: Q4 2020 in Review

Pathstone Family Office sold out of NBT Bancorp (NBTB) in Q4 2020, closing a stake of 7,250 shares — an estimated $194K sold.

Pathstone Family Office first reported a position in NBTB in Q3 2020 and held it in 1 quarter. The position peaked at $194K in Q3 2020. 168 funds tracked by Wall St. Rank hold NBTB as of Q4 2020.

Pathstone Family Office reported no remaining NBT Bancorp position as of Q4 2020 after selling out during the quarter.
Pathstone Family Office sold 7,250 NBT Bancorp shares in Q4 2020, an estimated $194K.
Pathstone Family Office first reported a position in NBT Bancorp in Q3 2020 and held it in 1 quarter.
Pathstone Family Office's NBT Bancorp position peaked at $194K in Q3 2020.
168 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.