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Capital Performance Advisors’s Independent Bank INDB Stock Holding History

Capital Performance 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
Q4 		– Sell
-179
Closed -$10.6K – 1351
2024
Q3 		$10.6K Buy
+179
New +$10.5K ﹤0.01% 822

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Capital Performance Advisors sold out of Independent Bank (INDB) in Q4 2024, closing a stake of 179 shares — an estimated $10.6K sold.

Capital Performance Advisors first reported a position in INDB in Q3 2024 and held it in 1 quarter. The position peaked at $10.6K in Q3 2024. 286 funds tracked by Wall St. Rank hold INDB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Independent Bank position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 179 Independent Bank shares in Q4 2024, an estimated $10.6K.
  • Capital Performance Advisors first reported a position in Independent Bank in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Independent Bank position peaked at $10.6K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Independent Bank as of Q4 2024.

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