Avion Wealth’s First Internet Bancorp INBK Stock Holding History

Avion Wealth’s Portfolio INBK Stock Details INBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-73	Closed	-$1K	–	995
2023 Q2	$1K	Buy	+73	New	+$1.01K	﹤0.01%	589

Other funds holding INBK

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Avion Wealth's INBK Position: Q3 2023 in Review

Avion Wealth sold out of First Internet Bancorp (INBK) in Q3 2023, closing a stake of 73 shares — an estimated $1K sold.

Avion Wealth first reported a position in INBK in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 86 funds tracked by Wall St. Rank hold INBK as of Q3 2023.

Avion Wealth reported no remaining First Internet Bancorp position as of Q3 2023 after selling out during the quarter.
Avion Wealth sold 73 First Internet Bancorp shares in Q3 2023, an estimated $1K.
Avion Wealth first reported a position in First Internet Bancorp in Q2 2023 and held it in 1 quarter.
Avion Wealth's First Internet Bancorp position peaked at $1K in Q2 2023.
86 funds tracked by Wall St. Rank held First Internet Bancorp as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.