AWA
ISBC

Arete Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Arete Wealth Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-34,320
Closed -$362K – 455
2020
Q4 		$362K Hold
34,320
– – 0.05% 280
2020
Q3 		$258K Sell
34,320
-11,000
-24% -$87.6K 0.04% 312
2020
Q2 		$385K Buy
+45,320
New +$381K 0.07% 255

Other funds holding ISBC

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arete Wealth Advisors's ISBC Position: Q1 2021 in Review

Arete Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2021, closing a stake of 34,320 shares — an estimated $362K sold.

Arete Wealth Advisors first reported a position in ISBC in Q2 2020 and held it in 3 quarters. The position peaked at $385K in Q2 2020. 243 funds tracked by Wall St. Rank hold ISBC as of Q1 2021.

  • Arete Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Arete Wealth Advisors sold 34,320 Investors Bancorp, Inc. shares in Q1 2021, an estimated $362K.
  • Arete Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q2 2020 and held it in 3 quarters.
  • Arete Wealth Advisors's Investors Bancorp, Inc. position peaked at $385K in Q2 2020.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2021.

Based on Arete Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.