Sheets Smith Wealth Management’s NBT Bancorp NBTB Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-7,134	Closed	-$271K	–	319
2022 Q3	$271K	Hold	7,134	–	–	0.05%	256
2022 Q2	$268K	Hold	7,134	–	–	0.04%	256
2022 Q1	$258K	Hold	7,134	–	–	0.04%	298
2021 Q4	$275K	Hold	7,134	–	–	0.03%	320
2021 Q3	$258K	Hold	7,134	–	–	0.04%	320
2021 Q2	$257K	Hold	7,134	–	–	0.03%	322
2021 Q1	$285K	Hold	7,134	–	–	0.04%	280
2020 Q4	$229K	Buy	+7,134	New	+$214K	0.03%	308
2020 Q3	–	Sell	-7,134	Closed	-$219K	–	300
2020 Q2	$219K	Hold	7,134	–	–	0.04%	233
2020 Q1	$231K	Hold	7,134	–	–	0.05%	233
2019 Q4	$289K	Hold	7,134	–	–	0.06%	274
2019 Q3	$261K	Hold	7,134	–	–	0.05%	264
2019 Q2	$268K	Hold	7,134	–	–	0.06%	280
2019 Q1	$257K	Hold	7,134	–	–	0.06%	284
2018 Q4	$247K	Hold	7,134	–	–	0.07%	249
2018 Q3	$274K	Hold	7,134	–	–	0.06%	299
2018 Q2	$272K	Hold	7,134	–	–	0.06%	275
2018 Q1	$253K	Hold	7,134	–	–	0.06%	276
2017 Q4	$263K	Hold	7,134	–	–	0.06%	282
2017 Q3	$262K	Hold	7,134	–	–	0.07%	274
2017 Q2	$264K	Hold	7,134	–	–	0.07%	260
2017 Q1	$264K	Hold	7,134	–	–	0.07%	251
2016 Q4	$299K	Hold	7,134	–	–	0.08%	226
2016 Q3	$234K	Hold	7,134	–	–	0.07%	242
2016 Q2	$204K	Buy	+7,134	New	+$201K	0.06%	243

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sheets Smith Wealth Management's NBTB Position: Q4 2022 in Review

Sheets Smith Wealth Management sold out of NBT Bancorp (NBTB) in Q4 2022, closing a stake of 7,134 shares — an estimated $271K sold.

Sheets Smith Wealth Management first reported a position in NBTB in Q2 2016 and held it in 25 quarters. The position peaked at $299K in Q4 2016. 194 funds tracked by Wall St. Rank hold NBTB as of Q4 2022.

Sheets Smith Wealth Management reported no remaining NBT Bancorp position as of Q4 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,134 NBT Bancorp shares in Q4 2022, an estimated $271K.
Sheets Smith Wealth Management first reported a position in NBT Bancorp in Q2 2016 and held it in 25 quarters.
Sheets Smith Wealth Management's NBT Bancorp position peaked at $299K in Q4 2016.
194 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2022, filed 8 Mar 2023.