Benjamin F. Edwards & Company’s Independent Bank Corp IBCP Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBCP Stock Details IBCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-905	Closed	-$24K	–	2170
2023 Q4	$24K	Buy	+905	New	+$19.3K	﹤0.01%	1440
2023 Q2	–	Sell	-905	Closed	-$16K	–	1797
2023 Q1	$16K	Hold	905	–	–	﹤0.01%	1314
2022 Q4	$22K	Hold	905	–	–	﹤0.01%	1260
2022 Q3	$17K	Hold	905	–	–	﹤0.01%	1295
2022 Q2	$17K	Hold	905	–	–	﹤0.01%	1272
2022 Q1	$20K	Hold	905	–	–	﹤0.01%	1231
2021 Q4	$22K	Hold	905	–	–	﹤0.01%	1220
2021 Q3	$19K	Hold	905	–	–	﹤0.01%	1244
2021 Q2	$20K	Hold	905	–	–	﹤0.01%	1227
2021 Q1	$21K	Sell	905 -300	-25%	-$6.35K	﹤0.01%	1195
2020 Q4	$22K	Sell	1,205 -85	-7%	-$1.39K	﹤0.01%	1135
2020 Q3	$16K	Hold	1,290	–	–	﹤0.01%	1166
2020 Q2	$19K	Hold	1,290	–	–	﹤0.01%	1145
2020 Q1	$17K	Hold	1,290	–	–	﹤0.01%	1123
2019 Q4	$29K	Hold	1,290	–	–	﹤0.01%	1114
2019 Q3	$27K	Hold	1,290	–	–	﹤0.01%	1101
2019 Q2	$28K	Hold	1,290	–	–	﹤0.01%	1084
2019 Q1	$28K	Buy	1,290 +905	+235%	+$20.3K	﹤0.01%	1028
2018 Q4	$8K	Buy	+385	New	+$8.67K	﹤0.01%	1343

Other funds holding IBCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's IBCP Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Independent Bank Corp (IBCP) in Q1 2024, closing a stake of 905 shares — an estimated $24K sold.

Benjamin F. Edwards & Company first reported a position in IBCP in Q4 2018 and held it in 19 quarters. The position peaked at $29K in Q4 2019. 132 funds tracked by Wall St. Rank hold IBCP as of Q1 2024.

Benjamin F. Edwards & Company reported no remaining Independent Bank Corp position as of Q1 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 905 Independent Bank Corp shares in Q1 2024, an estimated $24K.
Benjamin F. Edwards & Company first reported a position in Independent Bank Corp in Q4 2018 and held it in 19 quarters.
Benjamin F. Edwards & Company's Independent Bank Corp position peaked at $29K in Q4 2019.
132 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.