EverSource Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

EverSource Wealth Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,235	Closed	-$19K	–	1956
2022 Q1	$19K	Hold	1,235	–	–	﹤0.01%	731
2021 Q4	$19K	Buy	+1,235	New	+$19K	0.01%	723

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's ISBC Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 1,235 shares — an estimated $19K sold.

EverSource Wealth Advisors first reported a position in ISBC in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

EverSource Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 1,235 Investors Bancorp, Inc. shares in Q2 2022, an estimated $19K.
EverSource Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q4 2021 and held it in 2 quarters.
EverSource Wealth Advisors's Investors Bancorp, Inc. position peaked at $19K in Q1 2022.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.