AF
INDB icon

Advisornet Financial’s Independent Bank INDB Stock Holding History

Advisornet Financial’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20
Closed -$1.01K – 2229
2024
Q2 		$1.01K Hold
20
– – ﹤0.01% 1808
2024
Q1 		$1.04K Buy
+20
New +$1.11K ﹤0.01% 1751

Other funds holding INDB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's INDB Position: Q3 2024 in Review

Advisornet Financial sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 20 shares — an estimated $1.01K sold.

Advisornet Financial first reported a position in INDB in Q1 2024 and held it in 2 quarters. The position peaked at $1.04K in Q1 2024. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Advisornet Financial reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 20 Independent Bank shares in Q3 2024, an estimated $1.01K.
  • Advisornet Financial first reported a position in Independent Bank in Q1 2024 and held it in 2 quarters.
  • Advisornet Financial's Independent Bank position peaked at $1.04K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.