BWM
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Baystate Wealth Management’s Independent Bank INDB Stock Holding History

Baystate 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
2023
Q4 		$184K Buy
2,795
+32
+1% +$1.77K 0.01% 208
2023
Q3 		$136K Buy
2,763
+33
+1% +$1.76K 0.01% 226
2023
Q2 		$122K Buy
2,730
+24
+0.9% +$1.25K 0.01% 232
2023
Q1 		$178K Sell
2,706
-60
-2% -$4.59K 0.02% 189
2022
Q4 		$234K Buy
2,766
+18
+0.7% +$1.53K 0.02% 177
2022
Q3 		$205K Buy
2,748
+18
+0.7% +$1.46K 0.02% 176
2022
Q2 		$217K Buy
2,730
+18
+0.7% +$1.43K 0.02% 166
2022
Q1 		$222K Buy
2,712
+16
+0.6% +$1.35K 0.02% 167
2021
Q4 		$220K Buy
2,696
+1,230
+84% +$102K 0.02% 177
2021
Q3 		$112K Buy
1,466
+10
+0.7% +$733 0.01% 204
2021
Q2 		$110K Buy
1,456
+9
+0.6% +$723 0.01% 199
2021
Q1 		$122K Buy
1,447
+9
+0.6% +$752 0.01% 175
2020
Q4 		$105K Buy
1,438
+445
+45% +$28.9K 0.01% 170
2020
Q3 		$52K Buy
993
+8
+0.8% +$497 0.01% 217
2020
Q2 		$66K Buy
985
+6
+0.6% +$403 0.01% 200
2020
Q1 		$63K Buy
979
+5
+0.5% +$357 0.01% 174
2019
Q4 		$81K Sell
974
-329
-25% -$26.9K 0.01% 185
2019
Q3 		$97K Buy
1,303
+8
+0.6% +$580 0.01% 152
2019
Q2 		$98K Hold
1,295
– – 0.01% 155
2019
Q1 		$104K Buy
1,295
+7
+0.5% +$555 0.01% 146
2018
Q4 		$98K Buy
1,288
+13
+1% +$1.01K 0.01% 142
2018
Q3 		$106K Sell
1,275
-136
-10% -$11.9K 0.02% 122
2018
Q2 		$112K Hold
1,411
– – 0.02% 120
2018
Q1 		$103K Hold
1,411
– – 0.02% 124
2017
Q4 		$104K Buy
1,411
+155
+12% +$11.1K 0.02% 127
2017
Q3 		$95K Hold
1,256
– – 0.02% 126
2017
Q2 		$84K Hold
1,256
– – 0.02% 129
2017
Q1 		$78K Hold
1,256
– – 0.02% 138
2016
Q4 		$90K Buy
+1,256
New +$77.1K 0.02% 111
2013
Q3 		– Sell
-2,171
Closed -$75K – 120
2013
Q2 		$75K Buy
+2,171
New +$69.8K 0.04% 75

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Baystate Wealth Management's INDB Position: Q4 2023 in Review

Baystate Wealth Management increased its Independent Bank (INDB) stake by 1.2% in Q4 2023, buying an estimated $1.77K and bringing the position to 2,795 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #208.

Baystate Wealth Management first reported a position in INDB in Q2 2013 and has held it in 30 quarters since. The position peaked at $234K in Q4 2022. 259 funds tracked by Wall St. Rank hold INDB as of Q4 2023.

  • Baystate Wealth Management held 2,795 shares of Independent Bank worth $184K as of Q4 2023.
  • Baystate Wealth Management bought 32 Independent Bank shares in Q4 2023, an estimated $1.77K.
  • Independent Bank made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #208 holding.
  • Baystate Wealth Management first reported a position in Independent Bank in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Independent Bank position peaked at $234K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Independent Bank as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.