CI Investments Inc
INDB icon

CI Investments Inc’s Independent Bank INDB Stock Holding History

CI Investments Inc’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
2023
Q4 		– Sell
-322
Closed -$16K – 1299
2023
Q3 		$16K Sell
322
-4
-1% -$213 ﹤0.01% 1116
2023
Q2 		$15K Sell
326
-21
-6% -$1.09K ﹤0.01% 1112
2023
Q1 		$23K Buy
347
+32
+10% +$2.45K ﹤0.01% 1044
2022
Q4 		$27K Buy
+315
New +$26.7K ﹤0.01% 1038

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

CI Investments Inc's INDB Position: Q4 2023 in Review

CI Investments Inc sold out of Independent Bank (INDB) in Q4 2023, closing a stake of 322 shares — an estimated $16K sold.

CI Investments Inc first reported a position in INDB in Q4 2022 and held it in 4 quarters. The position peaked at $27K in Q4 2022. 259 funds tracked by Wall St. Rank hold INDB as of Q4 2023.

  • CI Investments Inc reported no remaining Independent Bank position as of Q4 2023 after selling out during the quarter.
  • CI Investments Inc sold 322 Independent Bank shares in Q4 2023, an estimated $16K.
  • CI Investments Inc first reported a position in Independent Bank in Q4 2022 and held it in 4 quarters.
  • CI Investments Inc's Independent Bank position peaked at $27K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Independent Bank as of Q4 2023.

Based on CI Investments Inc's 13F filing for Q4 2023, filed 12 Feb 2024.