EI
IBCP icon

Ellevest Inc’s Independent Bank Corp IBCP Stock Holding History

Ellevest Inc’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-685
Closed -$15K – 1516
2022
Q1 		$15K Buy
685
+582
+565% +$14K ﹤0.01% 796
2021
Q4 		$2K Hold
103
– – ﹤0.01% 1164
2021
Q3 		$2K Buy
103
+25
+32% +$520 ﹤0.01% 1141
2021
Q2 		$2K Hold
78
– – ﹤0.01% 1037
2021
Q1 		$2K Hold
78
– – ﹤0.01% 1057
2020
Q4 		$1K Buy
+78
New +$1.28K ﹤0.01% 1066
2020
Q3 		– Sell
-75
Closed -$1K – 1213
2020
Q2 		$1K Buy
75
+68
+971% +$939 ﹤0.01% 1008
2020
Q1 		$0 Hold
7
– – ﹤0.01% 1182
2019
Q4 		$0 Buy
+7
New +$155 ﹤0.01% 1008

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellevest Inc's IBCP Position: Q2 2022 in Review

Ellevest Inc sold out of Independent Bank Corp (IBCP) in Q2 2022, closing a stake of 685 shares — an estimated $15K sold.

Ellevest Inc first reported a position in IBCP in Q4 2019 and held it in 9 quarters. The position peaked at $15K in Q1 2022. 125 funds tracked by Wall St. Rank hold IBCP as of Q2 2022.

  • Ellevest Inc reported no remaining Independent Bank Corp position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 685 Independent Bank Corp shares in Q2 2022, an estimated $15K.
  • Ellevest Inc first reported a position in Independent Bank Corp in Q4 2019 and held it in 9 quarters.
  • Ellevest Inc's Independent Bank Corp position peaked at $15K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.