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Patriot Financial Group Insurance Agency’s NBT Bancorp NBTB Stock Holding History

Patriot Financial Group Insurance Agency’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
-2
Closed – – 1945
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1783
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1778
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1673
2019
Q4 		$0 Buy
+2
New +$78 ﹤0.01% 1401

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State Street
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Northern Trust
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Macquarie Group
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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 $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NBTB Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of NBT Bancorp (NBTB) in Q4 2020, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in NBTB in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 168 funds tracked by Wall St. Rank hold NBTB as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining NBT Bancorp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 NBT Bancorp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in NBT Bancorp in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's NBT Bancorp position peaked at $0 in Q3 2020.
  • 168 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.