Valley National Advisers’s NBT Bancorp NBTB Stock Holding History

Valley National Advisers’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	-1,042	Closed	-$45K	–	937
2022 Q3	$45K	Hold	1,042	–	–	0.01%	383
2022 Q2	$39K	Hold	1,042	–	–	0.01%	383
2022 Q1	$38K	Hold	1,042	–	–	0.01%	425
2021 Q4	$40K	Hold	1,042	–	–	0.01%	399
2021 Q3	$38K	Hold	1,042	–	–	0.01%	377
2021 Q2	$37K	Hold	1,042	–	–	0.01%	382
2021 Q1	$42K	Hold	1,042	–	–	0.01%	347
2020 Q4	$33K	Buy	+1,042	New	+$31.2K	0.01%	363

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Norges Bank Oslo, Norway $935B AUM

Valley National Advisers's NBTB Position: Q4 2022 in Review

Valley National Advisers sold out of NBT Bancorp (NBTB) in Q4 2022, closing a stake of 1,042 shares — an estimated $45K sold.

Valley National Advisers first reported a position in NBTB in Q4 2020 and held it in 8 quarters. The position peaked at $45K in Q3 2022. 195 funds tracked by Wall St. Rank hold NBTB as of Q4 2022.

Valley National Advisers reported no remaining NBT Bancorp position as of Q4 2022 after selling out during the quarter.
Valley National Advisers sold 1,042 NBT Bancorp shares in Q4 2022, an estimated $45K.
Valley National Advisers first reported a position in NBT Bancorp in Q4 2020 and held it in 8 quarters.
Valley National Advisers's NBT Bancorp position peaked at $45K in Q3 2022.
195 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2022.

Based on Valley National Advisers's 13F filing for Q4 2022, filed 12 Jan 2023.