AWM
INDB icon

Avior Wealth Management’s Independent Bank INDB Stock Holding History

Avior Wealth Management’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$468 – 2970
2024
Q1 		$468 Buy
+9
New +$498 ﹤0.01% 2584

Other funds holding INDB

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Avior Wealth Management sold out of Independent Bank (INDB) in Q2 2024, closing a stake of 9 shares — an estimated $468 sold.

Avior Wealth Management first reported a position in INDB in Q1 2024 and held it in 1 quarter. The position peaked at $468 in Q1 2024. 280 funds tracked by Wall St. Rank hold INDB as of Q2 2024.

  • Avior Wealth Management reported no remaining Independent Bank position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Independent Bank shares in Q2 2024, an estimated $468.
  • Avior Wealth Management first reported a position in Independent Bank in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Independent Bank position peaked at $468 in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Independent Bank as of Q2 2024.

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