Envestnet Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-50,774
| Closed | -$758K | – | 4146 |
|
|
2022
Q1 | $758K | Sell |
50,774
-213
| -0.4% | -$3.49K | ﹤0.01% | 2864 |
|
|
2021
Q4 | $772K | Sell |
50,987
-5,621
| -10% | -$86.5K | ﹤0.01% | 2802 |
|
|
2021
Q3 | $855K | Buy |
56,608
+4,938
| +10% | +$68.9K | ﹤0.01% | 2644 |
|
|
2021
Q2 | $737K | Buy |
51,670
+1,270
| +3% | +$18.8K | ﹤0.01% | 2728 |
|
|
2021
Q1 | $740K | Buy |
+50,400
| New | +$651K | ﹤0.01% | 2615 |
|
|
2018
Q1 | – | Sell |
-792
| Closed | -$11K | – | 2993 |
|
|
2017
Q4 | $11K | Sell |
792
-4
| -0.5% | -$55 | ﹤0.01% | 2615 |
|
|
2017
Q3 | $11K | Buy |
796
+65
| +9% | +$858 | ﹤0.01% | 2588 |
|
|
2017
Q2 | $10K | Buy |
731
+55
| +8% | +$753 | ﹤0.01% | 2713 |
|
|
2017
Q1 | $10K | Sell |
676
-190
| -22% | -$2.72K | ﹤0.01% | 2795 |
|
|
2016
Q4 | $12K | Sell |
866
-2,565
| -75% | -$33.5K | ﹤0.01% | 2754 |
|
|
2016
Q3 | $41K | Sell |
3,431
-75,187
| -96% | -$873K | ﹤0.01% | 2666 |
|
|
2016
Q2 | $871K | Buy |
78,618
+199
| +0.3% | +$2.3K | ﹤0.01% | 1391 |
|
|
2016
Q1 | $913K | Sell |
78,419
-1,366
| -2% | -$15.7K | ﹤0.01% | 1363 |
|
|
2015
Q4 | $993K | Sell |
79,785
-974
| -1% | -$12.3K | ﹤0.01% | 1299 |
|
|
2015
Q3 | $997K | Sell |
80,759
-36,018
| -31% | -$437K | 0.01% | 1275 |
|
|
2015
Q2 | $1.44M | Buy |
+116,777
| New | +$1.41M | 0.01% | 1231 |
|
|
2014
Q4 | – | Sell |
-1,365
| Closed | -$14K | – | 2767 |
|
|
2014
Q3 | $14K | Buy |
1,365
+1
| +0.1% | +$11 | ﹤0.01% | 2013 |
|
|
2014
Q2 | $15K | Buy |
1,364
+110
| +9% | +$1.17K | ﹤0.01% | 1875 |
|
|
2014
Q1 | $14K | Buy |
1,254
+2
| +0.2% | +$21 | ﹤0.01% | 1768 |
|
|
2013
Q4 | $13K | Buy |
1,252
+454
| +57% | +$4.2K | ﹤0.01% | 1653 |
|
|
2013
Q3 | $7K | Hold |
798
| – | – | ﹤0.01% | 1836 |
|
|
2013
Q2 | $7K | Buy |
+798
| New | +$6.18K | ﹤0.01% | 1805 |
|
Other funds holding ISBC
Envestnet Asset Management's ISBC Position: Q2 2022 in Review
Envestnet Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 50,774 shares — an estimated $758K sold.
Envestnet Asset Management first reported a position in ISBC in Q2 2013 and held it in 22 quarters. The position peaked at $1.44M in Q2 2015. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.
- Envestnet Asset Management reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
- Envestnet Asset Management sold 50,774 Investors Bancorp, Inc. shares in Q2 2022, an estimated $758K.
- Envestnet Asset Management first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 22 quarters.
- Envestnet Asset Management's Investors Bancorp, Inc. position peaked at $1.44M in Q2 2015.
- 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.
Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.