Ellevest Inc’s Independent Bank INDB Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-9	Closed	-$591	–	955
2023 Q1	$591	Buy	+9	New	+$688	﹤0.01%	1654

Other funds holding INDB

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ellevest Inc's INDB Position: Q2 2023 in Review

Ellevest Inc sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 9 shares — an estimated $591 sold.

Ellevest Inc first reported a position in INDB in Q1 2023 and held it in 1 quarter. The position peaked at $591 in Q1 2023. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

Ellevest Inc reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 9 Independent Bank shares in Q2 2023, an estimated $591.
Ellevest Inc first reported a position in Independent Bank in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Independent Bank position peaked at $591 in Q1 2023.
249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

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