BCM
ISBC

Brookstone Capital Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Brookstone Capital Management’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,455
Closed -$196K – 874
2021
Q4 		$196K Buy
11,455
+240
+2% +$3.69K ﹤0.01% 720
2021
Q3 		$173K Buy
+11,215
New +$156K ﹤0.01% 702

Other funds holding ISBC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Brookstone Capital Management's ISBC Position: Q1 2022 in Review

Brookstone Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2022, closing a stake of 11,455 shares — an estimated $196K sold.

Brookstone Capital Management first reported a position in ISBC in Q3 2021 and held it in 2 quarters. The position peaked at $196K in Q4 2021. 255 funds tracked by Wall St. Rank hold ISBC as of Q1 2022.

  • Brookstone Capital Management reported no remaining Investors Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
  • Brookstone Capital Management sold 11,455 Investors Bancorp, Inc. shares in Q1 2022, an estimated $196K.
  • Brookstone Capital Management first reported a position in Investors Bancorp, Inc. in Q3 2021 and held it in 2 quarters.
  • Brookstone Capital Management's Investors Bancorp, Inc. position peaked at $196K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2022.

Based on Brookstone Capital Management's 13F filing for Q1 2022, filed 12 Apr 2022.