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EWA
EverSource Wealth Advisors’s
Independent Bank
INDB
Stock Holding History
EverSource Wealth Advisors’s Portfolio
INDB Stock Details
INDB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$67.5K
Buy
898
+193
+27%
+$15.1K
﹤0.01%
1676
2025
Q4
$51.5K
Buy
705
+146
+26%
+$10.4K
﹤0.01%
1729
2025
Q3
$38.7K
Buy
559
+9
+2%
+$612
﹤0.01%
1900
2025
Q2
$34.6K
Buy
550
+385
+233%
+$23.4K
﹤0.01%
1873
2025
Q1
$10.3K
Buy
165
+40
+32%
+$2.63K
﹤0.01%
2093
2024
Q4
$8.02K
Buy
125
+36
+40%
+$2.4K
﹤0.01%
2112
2024
Q3
$5.26K
Buy
89
+9
+11%
+$529
﹤0.01%
2207
2024
Q2
$5.13K
Sell
80
-167
-68%
-$8.35K
﹤0.01%
2217
2024
Q1
$12.4K
Buy
247
+105
+74%
+$5.8K
﹤0.01%
1584
2023
Q4
$9.35K
Buy
142
+44
+45%
+$2.43K
﹤0.01%
1578
2023
Q3
$4.81K
Buy
98
+52
+113%
+$2.77K
﹤0.01%
1721
2023
Q2
$2.05K
Sell
46
-246
-84%
-$12.8K
﹤0.01%
2021
2023
Q1
$19.2K
Buy
292
+96
+49%
+$7.34K
﹤0.01%
1097
2022
Q4
$16.5K
Hold
196
–
–
﹤0.01%
1122
2022
Q3
$15K
Hold
196
–
–
﹤0.01%
999
2022
Q2
$16K
Hold
196
–
–
﹤0.01%
891
2022
Q1
$16K
Hold
196
–
–
﹤0.01%
793
2021
Q4
$16K
Buy
+196
New
+$16.3K
﹤0.01%
770
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1-Year Est. Return
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1-Year Est. Return
VCM
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$4.04T AUM
RT
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Hanover, Massachusetts
$2.55B AUM
17.04%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
DRZID
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$5.29B AUM
20.14%
1-Year Est. Return
Citadel Advisors
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$618B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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