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Garrett Wealth Advisory Group’s Independent Bank INDB Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-19
Closed -$1.42K – 331
2019
Q3 		$1.42K Buy
+19
New +$1.38K ﹤0.01% 644

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrett Wealth Advisory Group's INDB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Independent Bank (INDB) in Q4 2019, closing a stake of 19 shares — an estimated $1.42K sold.

Garrett Wealth Advisory Group first reported a position in INDB in Q3 2019 and held it in 1 quarter. The position peaked at $1.42K in Q3 2019. 219 funds tracked by Wall St. Rank hold INDB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Independent Bank position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 19 Independent Bank shares in Q4 2019, an estimated $1.42K.
  • Garrett Wealth Advisory Group first reported a position in Independent Bank in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Independent Bank position peaked at $1.42K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held Independent Bank as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.