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Congress Wealth Management’s Independent Bank INDB Stock Holding History

Congress Wealth Management’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
-3,988
Closed -$326K – 587
2022
Q1 		$326K Hold
3,988
– – 0.01% 501
2021
Q4 		$325K Buy
+3,988
New +$331K 0.01% 524

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

Congress Wealth Management's INDB Position: Q2 2022 in Review

Congress Wealth Management sold out of Independent Bank (INDB) in Q2 2022, closing a stake of 3,988 shares — an estimated $326K sold.

Congress Wealth Management first reported a position in INDB in Q4 2021 and held it in 2 quarters. The position peaked at $326K in Q1 2022. 252 funds tracked by Wall St. Rank hold INDB as of Q2 2022.

  • Congress Wealth Management reported no remaining Independent Bank position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 3,988 Independent Bank shares in Q2 2022, an estimated $326K.
  • Congress Wealth Management first reported a position in Independent Bank in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's Independent Bank position peaked at $326K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Independent Bank as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.