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Capital Asset Advisory Services’s Independent Bank Corp IBCP Stock Holding History

Capital Asset Advisory Services’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
2025
Q1 		– Sell
-10,173
Closed -$351K – 295
2024
Q4 		$351K Buy
10,173
+1
+0% +$35 0.02% 228
2024
Q3 		$326K Buy
10,172
+1
+0% +$32 0.02% 242
2024
Q2 		$268K Buy
10,171
+1
+0% +$25 0.01% 262
2024
Q1 		$248K Buy
+10,170
New +$253K 0.01% 276
2021
Q1 		– Sell
-3,844
Closed -$71K – 1046
2020
Q4 		$71K Buy
+3,844
New +$63K 0.01% 532

Other funds holding IBCP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Asset Advisory Services's IBCP Position: Q1 2025 in Review

Capital Asset Advisory Services sold out of Independent Bank Corp (IBCP) in Q1 2025, closing a stake of 10,173 shares — an estimated $351K sold.

Capital Asset Advisory Services first reported a position in IBCP in Q4 2020 and held it in 5 quarters. The position peaked at $351K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBCP as of Q1 2025.

  • Capital Asset Advisory Services reported no remaining Independent Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 10,173 Independent Bank Corp shares in Q1 2025, an estimated $351K.
  • Capital Asset Advisory Services first reported a position in Independent Bank Corp in Q4 2020 and held it in 5 quarters.
  • Capital Asset Advisory Services's Independent Bank Corp position peaked at $351K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2025.

Based on Capital Asset Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.