AWM
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Apollon Wealth Management’s Independent Bank INDB Stock Holding History

Apollon Wealth Management’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
2020
Q3 		– Sell
-185
Closed -$12K – 404
2020
Q2 		$12K Buy
+185
New +$12.4K 0.01% 471

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State Street
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Dimensional Fund Advisors
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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Macquarie Group
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Apollon Wealth Management's INDB Position: Q3 2020 in Review

Apollon Wealth Management sold out of Independent Bank (INDB) in Q3 2020, closing a stake of 185 shares — an estimated $12K sold.

Apollon Wealth Management first reported a position in INDB in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 192 funds tracked by Wall St. Rank hold INDB as of Q3 2020.

  • Apollon Wealth Management reported no remaining Independent Bank position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 185 Independent Bank shares in Q3 2020, an estimated $12K.
  • Apollon Wealth Management first reported a position in Independent Bank in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's Independent Bank position peaked at $12K in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Independent Bank as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.