CAPTRUST Financial Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,114	Closed	-$151K	–	5324
2022 Q1	$151K	Buy	10,114 +38	+0.4%	+$622	﹤0.01%	1935
2021 Q4	$153K	Sell	10,076 -111	-1%	-$1.71K	﹤0.01%	1839
2021 Q3	$154K	Sell	10,187 -637	-6%	-$8.88K	﹤0.01%	1742
2021 Q2	$154K	Buy	10,824 +1,039	+11%	+$15.3K	﹤0.01%	1708
2021 Q1	$144K	Buy	9,785 +7,135	+269%	+$92.2K	﹤0.01%	1706
2020 Q4	$28K	Hold	2,650	–	–	﹤0.01%	2106
2020 Q3	$19K	Hold	2,650	–	–	﹤0.01%	2005
2020 Q2	$22K	Buy	+2,650	New	+$22.3K	﹤0.01%	1912

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAPTRUST Financial Advisors's ISBC Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 10,114 shares — an estimated $151K sold.

CAPTRUST Financial Advisors first reported a position in ISBC in Q2 2020 and held it in 8 quarters. The position peaked at $154K in Q3 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

CAPTRUST Financial Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 10,114 Investors Bancorp, Inc. shares in Q2 2022, an estimated $151K.
CAPTRUST Financial Advisors first reported a position in Investors Bancorp, Inc. in Q2 2020 and held it in 8 quarters.
CAPTRUST Financial Advisors's Investors Bancorp, Inc. position peaked at $154K in Q3 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.