Sowell Financial Services’s NBT Bancorp NBTB Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-160	Closed	-$6K	–	1931
2021 Q1	$6K	Buy	+160	New	+$5.88K	﹤0.01%	2537

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's NBTB Position: Q2 2021 in Review

Sowell Financial Services sold out of NBT Bancorp (NBTB) in Q2 2021, closing a stake of 160 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in NBTB in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 165 funds tracked by Wall St. Rank hold NBTB as of Q2 2021.

Sowell Financial Services reported no remaining NBT Bancorp position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 160 NBT Bancorp shares in Q2 2021, an estimated $6K.
Sowell Financial Services first reported a position in NBT Bancorp in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's NBT Bancorp position peaked at $6K in Q1 2021.
165 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.