BDO Wealth Advisors’s Independent Bank INDB Stock Holding History

BDO Wealth Advisors’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 Q2	$5.79K	Buy	130 +1	+0.8%	+$52	﹤0.01%	755
2023 Q1	$8.46K	Buy	129 +1	+0.8%	+$76	﹤0.01%	735
2022 Q4	$10.8K	Buy	128 +1	+0.8%	+$85	﹤0.01%	672
2022 Q3	$9K	Buy	+127	New	+$10.3K	﹤0.01%	725
2019 Q1	–	Sell	-25	Closed	-$2K	–	634
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	494
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	560
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	585
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	513
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	427
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	397
2017 Q2	$2K	Buy	+25	New	+$1.59K	﹤0.01%	505

Other funds holding INDB

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BDO Wealth Advisors's INDB Position: Q2 2023 in Review

BDO Wealth Advisors increased its Independent Bank (INDB) stake by 0.78% in Q2 2023, buying an estimated $52 and bringing the position to 130 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

BDO Wealth Advisors first reported a position in INDB in Q2 2017 and has held it in 11 quarters since. The position peaked at $10.8K in Q4 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

BDO Wealth Advisors held 130 shares of Independent Bank worth $5.79K as of Q2 2023.
BDO Wealth Advisors bought 1 Independent Bank share in Q2 2023, an estimated $52.
Independent Bank made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #755 holding.
BDO Wealth Advisors first reported a position in Independent Bank in Q2 2017 and has held it in 11 quarters since.
BDO Wealth Advisors's Independent Bank position peaked at $10.8K in Q4 2022.
249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.