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Avior Wealth Management’s Independent Bank Corp IBCP Stock Holding History

Avior Wealth Management’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$177 – 2938
2024
Q1 		$177 Buy
+7
New +$174 ﹤0.01% 2926

Other funds holding IBCP

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FCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's IBCP Position: Q2 2024 in Review

Avior Wealth Management sold out of Independent Bank Corp (IBCP) in Q2 2024, closing a stake of 7 shares — an estimated $177 sold.

Avior Wealth Management first reported a position in IBCP in Q1 2024 and held it in 1 quarter. The position peaked at $177 in Q1 2024. 141 funds tracked by Wall St. Rank hold IBCP as of Q2 2024.

  • Avior Wealth Management reported no remaining Independent Bank Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Independent Bank Corp shares in Q2 2024, an estimated $177.
  • Avior Wealth Management first reported a position in Independent Bank Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Independent Bank Corp position peaked at $177 in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.