Capstone Investment Advisors
INDB icon

Capstone Investment Advisors’s Independent Bank INDB Stock Holding History

Capstone Investment 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
Q3 		– Sell
-5,685
Closed -$288K – 2055
2024
Q2 		$288K Buy
+5,685
New +$284K ﹤0.01% 1594

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State Street
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Dimensional Fund Advisors
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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Investment Advisors's INDB Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 5,685 shares — an estimated $288K sold.

Capstone Investment Advisors first reported a position in INDB in Q2 2024 and held it in 1 quarter. The position peaked at $288K in Q2 2024. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,685 Independent Bank shares in Q3 2024, an estimated $288K.
  • Capstone Investment Advisors first reported a position in Independent Bank in Q2 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Independent Bank position peaked at $288K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.