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Ellevest Inc’s First Internet Bancorp INBK Stock Holding History

Ellevest Inc’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-387
Closed -$6.44K – 953
2023
Q1 		$6.44K Buy
+387
New +$9.33K ﹤0.01% 1147
2020
Q2 		– Sell
-47
Closed -$1K – 1219
2020
Q1 		$1K Hold
47
– – ﹤0.01% 901
2019
Q4 		$1K Buy
+47
New +$1.07K ﹤0.01% 786

Other funds holding INBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ellevest Inc's INBK Position: Q2 2023 in Review

Ellevest Inc sold out of First Internet Bancorp (INBK) in Q2 2023, closing a stake of 387 shares — an estimated $6.44K sold.

Ellevest Inc first reported a position in INBK in Q4 2019 and held it in 3 quarters. The position peaked at $6.44K in Q1 2023. 86 funds tracked by Wall St. Rank hold INBK as of Q2 2023.

  • Ellevest Inc reported no remaining First Internet Bancorp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 387 First Internet Bancorp shares in Q2 2023, an estimated $6.44K.
  • Ellevest Inc first reported a position in First Internet Bancorp in Q4 2019 and held it in 3 quarters.
  • Ellevest Inc's First Internet Bancorp position peaked at $6.44K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.