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Canvas Wealth Advisors’s Independent Bank INDB Stock Holding History

Canvas 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
2024
Q2 		– Sell
-4,333
Closed -$210K – 158
2024
Q1 		$210K Sell
4,333
-1,532
-26% -$84.7K 0.07% 139
2023
Q4 		$367K Sell
5,865
-2,893
-33% -$160K 0.13% 91
2023
Q3 		$399K Buy
+8,758
New +$466K 0.16% 75

Other funds holding INDB

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Canvas Wealth Advisors's INDB Position: Q2 2024 in Review

Canvas Wealth Advisors sold out of Independent Bank (INDB) in Q2 2024, closing a stake of 4,333 shares — an estimated $210K sold.

Canvas Wealth Advisors first reported a position in INDB in Q3 2023 and held it in 3 quarters. The position peaked at $399K in Q3 2023. 280 funds tracked by Wall St. Rank hold INDB as of Q2 2024.

  • Canvas Wealth Advisors reported no remaining Independent Bank position as of Q2 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 4,333 Independent Bank shares in Q2 2024, an estimated $210K.
  • Canvas Wealth Advisors first reported a position in Independent Bank in Q3 2023 and held it in 3 quarters.
  • Canvas Wealth Advisors's Independent Bank position peaked at $399K in Q3 2023.
  • 280 funds tracked by Wall St. Rank held Independent Bank as of Q2 2024.

Based on Canvas Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.