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Baldwin Wealth Partners’s Independent Bank INDB Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-950
Closed -$56.2K – 619
2024
Q3 		$56.2K Hold
950
– – ﹤0.01% 529
2024
Q2 		$48.2K Hold
950
– – ﹤0.01% 361
2024
Q1 		$49.4K Hold
950
– – ﹤0.01% 373
2023
Q4 		$62.5K Hold
950
– – ﹤0.01% 351
2023
Q3 		$46.6K Hold
950
– – ﹤0.01% 406
2023
Q2 		$42.3K Hold
950
– – ﹤0.01% 431
2023
Q1 		$62.3K Hold
950
– – 0.01% 394
2022
Q4 		$80.2K Buy
+950
New +$80.5K 0.01% 343

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Baldwin Wealth Partners's INDB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Independent Bank (INDB) in Q4 2024, closing a stake of 950 shares — an estimated $56.2K sold.

Baldwin Wealth Partners first reported a position in INDB in Q4 2022 and held it in 8 quarters. The position peaked at $80.2K in Q4 2022. 286 funds tracked by Wall St. Rank hold INDB as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Independent Bank position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 950 Independent Bank shares in Q4 2024, an estimated $56.2K.
  • Baldwin Wealth Partners first reported a position in Independent Bank in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Independent Bank position peaked at $80.2K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Independent Bank as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.