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

Arkadios 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 Q4	–	Sell	-1,491	Closed	-$22K	–	1936
2021 Q3	$22K	Hold	1,491	–	–	﹤0.01%	1184
2021 Q2	$21K	Hold	1,491	–	–	﹤0.01%	1276
2021 Q1	$21K	Hold	1,491	–	–	﹤0.01%	962
2020 Q4	$15K	Hold	1,491	–	–	﹤0.01%	855
2020 Q3	$11.7K	Buy	+1,491	New	+$11.9K	0.01%	721

Other funds holding ISBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's ISBC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2021, closing a stake of 1,491 shares — an estimated $22K sold.

Arkadios Wealth Advisors first reported a position in ISBC in Q3 2020 and held it in 5 quarters. The position peaked at $22K in Q3 2021. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,491 Investors Bancorp, Inc. shares in Q4 2021, an estimated $22K.
Arkadios Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q3 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's Investors Bancorp, Inc. position peaked at $22K in Q3 2021.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.