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Richard Bernstein Advisors’s NBT Bancorp NBTB Stock Holding History

Richard Bernstein Advisors’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
Q1 		– Sell
-55,727
Closed -$2.15M – 274
2021
Q4 		$2.15M Hold
55,727
– – 0.04% 197
2021
Q3 		$2.01M Buy
55,727
+6,006
+12% +$211K 0.04% 207
2021
Q2 		$1.79M Hold
49,721
– – 0.04% 210
2021
Q1 		$1.98M Buy
+49,721
New +$1.83M 0.05% 200

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richard Bernstein Advisors's NBTB Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of NBT Bancorp (NBTB) in Q1 2022, closing a stake of 55,727 shares — an estimated $2.15M sold.

Richard Bernstein Advisors first reported a position in NBTB in Q1 2021 and held it in 4 quarters. The position peaked at $2.15M in Q4 2021. 193 funds tracked by Wall St. Rank hold NBTB as of Q1 2022.

  • Richard Bernstein Advisors reported no remaining NBT Bancorp position as of Q1 2022 after selling out during the quarter.
  • Richard Bernstein Advisors sold 55,727 NBT Bancorp shares in Q1 2022, an estimated $2.15M.
  • Richard Bernstein Advisors first reported a position in NBT Bancorp in Q1 2021 and held it in 4 quarters.
  • Richard Bernstein Advisors's NBT Bancorp position peaked at $2.15M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.