Sequoia Financial Advisors’s NBT Bancorp NBTB Stock Holding History

Sequoia Financial 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	-14,270	Closed	-$550K	–	696
2021 Q4	$550K	Buy	+14,270	New	+$532K	0.02%	308

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

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

Norges Bank Oslo, Norway $935B AUM

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

Sequoia Financial Advisors's NBTB Position: Q1 2022 in Review

Sequoia Financial Advisors sold out of NBT Bancorp (NBTB) in Q1 2022, closing a stake of 14,270 shares — an estimated $550K sold.

Sequoia Financial Advisors first reported a position in NBTB in Q4 2021 and held it in 1 quarter. The position peaked at $550K in Q4 2021. 193 funds tracked by Wall St. Rank hold NBTB as of Q1 2022.

Sequoia Financial Advisors reported no remaining NBT Bancorp position as of Q1 2022 after selling out during the quarter.
Sequoia Financial Advisors sold 14,270 NBT Bancorp shares in Q1 2022, an estimated $550K.
Sequoia Financial Advisors first reported a position in NBT Bancorp in Q4 2021 and held it in 1 quarter.
Sequoia Financial Advisors's NBT Bancorp position peaked at $550K in Q4 2021.
193 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2022.

Based on Sequoia Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.