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Capital Performance Advisors’s Independent Bank Corp IBCP Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-330
Closed -$11K – 1306
2024
Q3 		$11K Buy
+330
New +$10.6K ﹤0.01% 807

Other funds holding IBCP

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's IBCP Position: Q4 2024 in Review

Capital Performance Advisors sold out of Independent Bank Corp (IBCP) in Q4 2024, closing a stake of 330 shares — an estimated $11K sold.

Capital Performance Advisors first reported a position in IBCP in Q3 2024 and held it in 1 quarter. The position peaked at $11K in Q3 2024. 172 funds tracked by Wall St. Rank hold IBCP as of Q4 2024.

  • Capital Performance Advisors reported no remaining Independent Bank Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 330 Independent Bank Corp shares in Q4 2024, an estimated $11K.
  • Capital Performance Advisors first reported a position in Independent Bank Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Independent Bank Corp position peaked at $11K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.