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WealthStone’s NBT Bancorp NBTB Stock Holding History

WealthStone’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
Q1 		$572K Buy
+14,349
New +$528K 0.2% 78
2019
Q4 		– Sell
-14,056
Closed -$514K – 45
2019
Q3 		$514K Hold
14,056
– – 0.27% 35
2019
Q2 		$527K Hold
14,056
– – 0.24% 83
2019
Q1 		$506K Buy
+14,056
New +$518K 18.19% 2

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthStone's NBTB Position: Q1 2021 in Review

WealthStone opened a new position in NBT Bancorp (NBTB) in Q1 2021: 14,349 shares worth $572K. The stake represents 0.2% of the portfolio and ranks #78 among its holdings. This is a return to the name: WealthStone previously reported a position in NBTB as recently as Q3 2019.

WealthStone first reported a position in NBTB in Q1 2019 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold NBTB as of Q1 2021.

  • WealthStone held 14,349 shares of NBT Bancorp worth $572K as of Q1 2021.
  • NBT Bancorp was a new WealthStone position in Q1 2021.
  • NBT Bancorp made up 0.2% of WealthStone's portfolio in Q1 2021, its #78 holding.
  • WealthStone first reported a position in NBT Bancorp in Q1 2019 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.