AAS
ISBC

Avantax Advisory Services’s Investors Bancorp, Inc. ISBC Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-18,374
Closed -$133K – 1397
2020
Q3 		$133K Buy
+18,374
New +$146K ﹤0.01% 1277

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's ISBC Position: Q4 2020 in Review

Avantax Advisory Services sold out of Investors Bancorp, Inc. (ISBC) in Q4 2020, closing a stake of 18,374 shares — an estimated $133K sold.

Avantax Advisory Services first reported a position in ISBC in Q3 2020 and held it in 1 quarter. The position peaked at $133K in Q3 2020. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

  • Avantax Advisory Services reported no remaining Investors Bancorp, Inc. position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 18,374 Investors Bancorp, Inc. shares in Q4 2020, an estimated $133K.
  • Avantax Advisory Services first reported a position in Investors Bancorp, Inc. in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Investors Bancorp, Inc. position peaked at $133K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.