Beacon Investment Advisory Services’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-384,404
| Closed | -$5.74M | – | 309 |
|
|
2022
Q1 | $5.74M | Sell |
384,404
-1,250
| -0.3% | -$20.5K | 0.24% | 80 |
|
|
2021
Q4 | $5.84M | Sell |
385,654
-3,230
| -0.8% | -$49.7K | 0.23% | 88 |
|
|
2021
Q3 | $5.88M | Sell |
388,884
-3,000
| -0.8% | -$41.8K | 0.24% | 88 |
|
|
2021
Q2 | $5.59M | Hold |
391,884
| – | – | 0.23% | 89 |
|
|
2021
Q1 | $5.76M | Sell |
391,884
-4,080
| -1% | -$52.7K | 0.25% | 82 |
|
|
2020
Q4 | $4.18M | Sell |
395,964
-973
| -0.2% | -$8.89K | 0.19% | 91 |
|
|
2020
Q3 | $2.88M | Hold |
396,937
| – | – | 0.15% | 105 |
|
|
2020
Q2 | $3.37M | Hold |
396,937
| – | – | 0.19% | 93 |
|
|
2020
Q1 | $3.17M | Hold |
396,937
| – | – | 0.22% | 85 |
|
|
2019
Q4 | $4.73M | Sell |
396,937
-3,393
| -0.8% | -$40.6K | 0.25% | 86 |
|
|
2019
Q3 | $4.55M | Sell |
400,330
-3,136
| -0.8% | -$35.1K | 0.45% | 58 |
|
|
2019
Q2 | $4.5M | Hold |
403,466
| – | – | 0.48% | 56 |
|
|
2019
Q1 | $4.78M | Sell |
403,466
-446
| -0.1% | -$5.38K | 0.51% | 56 |
|
|
2018
Q4 | $4.2M | Hold |
403,912
| – | – | 0.46% | 60 |
|
|
2018
Q3 | $4.96M | Buy |
403,912
+48,495
| +14% | +$617K | 0.48% | 61 |
|
|
2018
Q2 | $4.55M | Sell |
355,417
-8,301
| -2% | -$112K | 0.46% | 64 |
|
|
2018
Q1 | $4.96M | Sell |
363,718
-1,320
| -0.4% | -$18.3K | 0.51% | 60 |
|
|
2017
Q4 | $5.07M | Sell |
365,038
-365,038
| -50% | -$5.06M | 0.54% | 58 |
|
|
2017
Q3 | $9.96M | Buy |
730,076
+395,181
| +118% | +$5.22M | 0.85% | 24 |
|
|
2017
Q2 | $4.47M | Hold |
334,895
| – | – | 0.8% | 8 |
|
|
2017
Q1 | $4.82M | Sell |
334,895
-123,143
| -27% | -$1.76M | 0.92% | 6 |
|
|
2016
Q4 | $6.39M | Sell |
458,038
-1,000
| -0.2% | -$13.1K | 1.23% | 6 |
|
|
2016
Q3 | $5.51M | Buy |
459,038
+34,521
| +8% | +$401K | 1.2% | 5 |
|
|
2016
Q2 | $4.7M | Sell |
424,517
-3,611
| -0.8% | -$41.8K | 1.02% | 5 |
|
|
2016
Q1 | $4.98M | Hold |
428,128
| – | – | 1.07% | 5 |
|
|
2015
Q4 | $5.33M | Hold |
428,128
| – | – | 1% | 7 |
|
|
2015
Q3 | $5.28M | Hold |
428,128
| – | – | 0.98% | 8 |
|
|
2015
Q2 | $5.27M | Buy |
+428,128
| New | +$5.17M | 0.83% | 7 |
|
Other funds holding ISBC
Beacon Investment Advisory Services's ISBC Position: Q2 2022 in Review
Beacon Investment Advisory Services sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 384,404 shares — an estimated $5.74M sold.
Beacon Investment Advisory Services first reported a position in ISBC in Q2 2015 and held it in 28 quarters. The position peaked at $9.96M in Q3 2017. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.
- Beacon Investment Advisory Services reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
- Beacon Investment Advisory Services sold 384,404 Investors Bancorp, Inc. shares in Q2 2022, an estimated $5.74M.
- Beacon Investment Advisory Services first reported a position in Investors Bancorp, Inc. in Q2 2015 and held it in 28 quarters.
- Beacon Investment Advisory Services's Investors Bancorp, Inc. position peaked at $9.96M in Q3 2017.
- 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2022, filed 21 Jul 2022.