Sutton Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-1,364	Closed	-$59.2K	–	1286
2022 Q4	$59.2K	Hold	1,364	–	–	0.02%	345
2022 Q3	$51.8K	Hold	1,364	–	–	0.02%	372
2022 Q2	$51.3K	Sell	1,364 -3	-0.2%	-$109	0.02%	374
2022 Q1	$49.4K	Hold	1,367	–	–	0.02%	404
2021 Q4	$52.7K	Buy	1,367 +6	+0.4%	+$224	0.02%	394
2021 Q3	$49.2K	Hold	1,361	–	–	0.02%	396
2021 Q2	$49K	Hold	1,361	–	–	0.02%	411
2021 Q1	$54.3K	Hold	1,361	–	–	0.02%	376
2020 Q4	$43.7K	Hold	1,361	–	–	0.02%	400
2020 Q3	$36.5K	Hold	1,361	–	–	0.02%	376
2020 Q2	$41.9K	Sell	1,361 -113	-8%	-$3.52K	0.02%	343
2020 Q1	$47.7K	Buy	1,474 +896	+155%	+$32.8K	0.03%	278
2019 Q4	$23.4K	Hold	578	–	–	0.01%	538
2019 Q3	$21.1K	Hold	578	–	–	0.01%	566
2019 Q2	$21.7K	Hold	578	–	–	0.01%	547
2019 Q1	$20.8K	Hold	578	–	–	0.01%	556
2018 Q4	$20K	Hold	578	–	–	0.01%	520
2018 Q3	$22.2K	Hold	578	–	–	0.01%	551
2018 Q2	$22.1K	Hold	578	–	–	0.02%	556
2018 Q1	$20.5K	Hold	578	–	–	0.01%	560
2017 Q4	$21.3K	Hold	578	–	–	0.02%	534
2017 Q3	$21.2K	Hold	578	–	–	0.02%	526
2017 Q2	$21.4K	Hold	578	–	–	0.02%	498
2017 Q1	$21.4K	Hold	578	–	–	0.02%	492
2016 Q4	$24.2K	Hold	578	–	–	0.02%	440
2016 Q3	$19K	Hold	578	–	–	0.02%	473
2016 Q2	$16.5K	Hold	578	–	–	0.02%	496
2016 Q1	$15.6K	Buy	+578	New	+$15K	0.01%	503

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's NBTB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of NBT Bancorp (NBTB) in Q1 2023, closing a stake of 1,364 shares — an estimated $59.2K sold.

Sutton Wealth Advisors first reported a position in NBTB in Q1 2016 and held it in 28 quarters. The position peaked at $59.2K in Q4 2022. 182 funds tracked by Wall St. Rank hold NBTB as of Q1 2023.

Sutton Wealth Advisors reported no remaining NBT Bancorp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,364 NBT Bancorp shares in Q1 2023, an estimated $59.2K.
Sutton Wealth Advisors first reported a position in NBT Bancorp in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's NBT Bancorp position peaked at $59.2K in Q4 2022.
182 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.