FIM
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Fernwood Investment Management’s Independent Bank INDB Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-150
Closed -$7.8K – 422
2024
Q1 		$7.8K Buy
+150
New +$8.29K ﹤0.01% 600

Other funds holding INDB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fernwood Investment Management's INDB Position: Q2 2024 in Review

Fernwood Investment Management sold out of Independent Bank (INDB) in Q2 2024, closing a stake of 150 shares — an estimated $7.8K sold.

Fernwood Investment Management first reported a position in INDB in Q1 2024 and held it in 1 quarter. The position peaked at $7.8K in Q1 2024. 280 funds tracked by Wall St. Rank hold INDB as of Q2 2024.

  • Fernwood Investment Management reported no remaining Independent Bank position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 150 Independent Bank shares in Q2 2024, an estimated $7.8K.
  • Fernwood Investment Management first reported a position in Independent Bank in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Independent Bank position peaked at $7.8K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Independent Bank as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.