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INDB icon

ALPS Advisors’s Independent Bank INDB Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-6,035
Closed -$397K – 1024
2023
Q4 		$397K Sell
6,035
-345
-5% -$19K ﹤0.01% 680
2023
Q3 		$313K Buy
+6,380
New +$339K ﹤0.01% 854
2019
Q3 		– Sell
-4,717
Closed -$359K – 906
2019
Q2 		$359K Sell
4,717
-248
-5% -$19.3K ﹤0.01% 763
2019
Q1 		$402K Sell
4,965
-63
-1% -$4.99K ﹤0.01% 691
2018
Q4 		$354K Sell
5,028
-466
-8% -$36.1K ﹤0.01% 703
2018
Q3 		$454K Sell
5,494
-641
-10% -$55.9K ﹤0.01% 839
2018
Q2 		$481K Sell
6,135
-288
-4% -$22K ﹤0.01% 621
2018
Q1 		$460K Buy
+6,423
New +$462K ﹤0.01% 661
2017
Q1 		– Sell
-7,958
Closed -$561K – 784
2016
Q4 		$561K Buy
7,958
+75
+1% +$4.6K ﹤0.01% 315
2016
Q3 		$426K Buy
+7,883
New +$401K ﹤0.01% 434

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors's INDB Position: Q1 2024 in Review

ALPS Advisors sold out of Independent Bank (INDB) in Q1 2024, closing a stake of 6,035 shares — an estimated $397K sold.

ALPS Advisors first reported a position in INDB in Q3 2016 and held it in 10 quarters. The position peaked at $561K in Q4 2016. 275 funds tracked by Wall St. Rank hold INDB as of Q1 2024.

  • ALPS Advisors reported no remaining Independent Bank position as of Q1 2024 after selling out during the quarter.
  • ALPS Advisors sold 6,035 Independent Bank shares in Q1 2024, an estimated $397K.
  • ALPS Advisors first reported a position in Independent Bank in Q3 2016 and held it in 10 quarters.
  • ALPS Advisors's Independent Bank position peaked at $561K in Q4 2016.
  • 275 funds tracked by Wall St. Rank held Independent Bank as of Q1 2024.

Based on ALPS Advisors's 13F filing for Q1 2024, filed 14 May 2024.