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Concord Wealth Partners’s Independent Bank INDB Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-15
Closed -$1K – 1297
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1209
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1228
2021
Q3 		$1K Hold
15
– – ﹤0.01% 841
2021
Q2 		$1K Sell
15
-150
-91% -$12.1K ﹤0.01% 975
2021
Q1 		$14K Buy
+165
New +$13.8K ﹤0.01% 529

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's INDB Position: Q2 2022 in Review

Concord Wealth Partners sold out of Independent Bank (INDB) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in INDB in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2021. 252 funds tracked by Wall St. Rank hold INDB as of Q2 2022.

  • Concord Wealth Partners reported no remaining Independent Bank position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 15 Independent Bank shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Independent Bank in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Independent Bank position peaked at $14K in Q1 2021.
  • 252 funds tracked by Wall St. Rank held Independent Bank as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.