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Concourse Financial Group Securities’s Independent Bank INDB Stock Holding History

Concourse Financial Group Securities’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
-68
Closed -$4K – 2313
2024
Q2 		$3.45K Buy
+68
New +$3.4K ﹤0.01% 1937
2020
Q2 		– Sell
-24
Closed -$1.61K – 2164
2020
Q1 		$2K Sell
24
-15
-38% -$1.07K ﹤0.01% 1893
2019
Q4 		$3K Buy
+39
New +$3.19K ﹤0.01% 1776
2019
Q3 		– Sell
-39
Closed -$2.83K – 1942
2019
Q2 		$3K Hold
39
– – ﹤0.01% 1893
2019
Q1 		$3K Buy
+39
New +$3.09K ﹤0.01% 1927

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
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

Concourse Financial Group Securities's INDB Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 68 shares — an estimated $4K sold.

Concourse Financial Group Securities first reported a position in INDB in Q1 2019 and held it in 5 quarters. The position peaked at $3.45K in Q2 2024. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Concourse Financial Group Securities reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 68 Independent Bank shares in Q3 2024, an estimated $4K.
  • Concourse Financial Group Securities first reported a position in Independent Bank in Q1 2019 and held it in 5 quarters.
  • Concourse Financial Group Securities's Independent Bank position peaked at $3.45K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.