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Belpointe Asset Management’s Independent Bank INDB Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-110
Closed -$7.22K – 1904
2023
Q1 		$7.22K Buy
110
+60
+120% +$4.59K ﹤0.01% 2876
2022
Q4 		$4.22K Buy
+50
New +$4.24K ﹤0.01% 2994

Other funds holding INDB

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

Belpointe Asset Management's INDB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 110 shares — an estimated $7.22K sold.

Belpointe Asset Management first reported a position in INDB in Q4 2022 and held it in 2 quarters. The position peaked at $7.22K in Q1 2023. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • Belpointe Asset Management reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 110 Independent Bank shares in Q2 2023, an estimated $7.22K.
  • Belpointe Asset Management first reported a position in Independent Bank in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Independent Bank position peaked at $7.22K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.