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Private Advisor Group’s Orange County Bancorp OBT Stock Holding History

Private Advisor Group’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-36,000
Closed -$632K – 2190
2021
Q3 		$632K Buy
+36,000
New +$620K ﹤0.01% 1398

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Private Advisor Group's OBT Position: Q4 2021 in Review

Private Advisor Group sold out of Orange County Bancorp (OBT) in Q4 2021, closing a stake of 36,000 shares — an estimated $632K sold.

Private Advisor Group first reported a position in OBT in Q3 2021 and held it in 1 quarter. The position peaked at $632K in Q3 2021. 19 funds tracked by Wall St. Rank hold OBT as of Q4 2021.

  • Private Advisor Group reported no remaining Orange County Bancorp position as of Q4 2021 after selling out during the quarter.
  • Private Advisor Group sold 36,000 Orange County Bancorp shares in Q4 2021, an estimated $632K.
  • Private Advisor Group first reported a position in Orange County Bancorp in Q3 2021 and held it in 1 quarter.
  • Private Advisor Group's Orange County Bancorp position peaked at $632K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2021.

Based on Private Advisor Group's 13F filing for Q4 2021, filed 10 Feb 2022.