Fieldpoint Private Securities’s Investors Bancorp, Inc. ISBC Stock Holding History

Fieldpoint Private Securities’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	-335	Closed	-$5K	–	1781
2022 Q1	$5K	Buy	335 +60	+22%	+$982	﹤0.01%	1305
2021 Q4	$4K	Buy	275 +195	+244%	+$3K	﹤0.01%	1371
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	1631
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	1541
2021 Q1	$1K	Buy	+80	New	+$1.03K	﹤0.01%	1553

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

Fieldpoint Private Securities's ISBC Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 335 shares — an estimated $5K sold.

Fieldpoint Private Securities first reported a position in ISBC in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Fieldpoint Private Securities reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Fieldpoint Private Securities sold 335 Investors Bancorp, Inc. shares in Q2 2022, an estimated $5K.
Fieldpoint Private Securities first reported a position in Investors Bancorp, Inc. in Q1 2021 and held it in 5 quarters.
Fieldpoint Private Securities's Investors Bancorp, Inc. position peaked at $5K in Q1 2022.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.