TWA
NBTB icon

TCI Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

TCI 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
Q2 		– Sell
-172
Closed -$5.8K – 1475
2023
Q1 		$5.8K Hold
172
– – ﹤0.01% 1428
2022
Q4 		$7.47K Buy
172
+1
+0.6% +$44 ﹤0.01% 1267
2022
Q3 		$6K Hold
171
– – ﹤0.01% 1358
2022
Q2 		$6K Hold
171
– – ﹤0.01% 1375
2022
Q1 		$6K Hold
171
– – ﹤0.01% 1438
2021
Q4 		$7K Hold
171
– – ﹤0.01% 1436
2021
Q3 		$6K Buy
+171
New +$6K ﹤0.01% 1483
2020
Q4 		– Sell
-136
Closed -$4K – 1608
2020
Q3 		$4K Buy
+136
New +$4.03K ﹤0.01% 863

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

TCI Wealth Advisors's NBTB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NBT Bancorp (NBTB) in Q2 2023, closing a stake of 172 shares — an estimated $5.8K sold.

TCI Wealth Advisors first reported a position in NBTB in Q3 2020 and held it in 8 quarters. The position peaked at $7.47K in Q4 2022. 179 funds tracked by Wall St. Rank hold NBTB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining NBT Bancorp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 172 NBT Bancorp shares in Q2 2023, an estimated $5.8K.
  • TCI Wealth Advisors first reported a position in NBT Bancorp in Q3 2020 and held it in 8 quarters.
  • TCI Wealth Advisors's NBT Bancorp position peaked at $7.47K in Q4 2022.
  • 179 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.