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Glassman Wealth Services’s First Internet Bancorp INBK Stock Holding History

Glassman Wealth Services’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32
Closed -$533 – 1963
2023
Q1 		$533 Hold
32
– – ﹤0.01% 1607
2022
Q4 		$777 Buy
+32
New +$846 ﹤0.01% 1499

Other funds holding INBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Glassman Wealth Services's INBK Position: Q2 2023 in Review

Glassman Wealth Services sold out of First Internet Bancorp (INBK) in Q2 2023, closing a stake of 32 shares — an estimated $533 sold.

Glassman Wealth Services first reported a position in INBK in Q4 2022 and held it in 2 quarters. The position peaked at $777 in Q4 2022. 86 funds tracked by Wall St. Rank hold INBK as of Q2 2023.

  • Glassman Wealth Services reported no remaining First Internet Bancorp position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 32 First Internet Bancorp shares in Q2 2023, an estimated $533.
  • Glassman Wealth Services first reported a position in First Internet Bancorp in Q4 2022 and held it in 2 quarters.
  • Glassman Wealth Services's First Internet Bancorp position peaked at $777 in Q4 2022.
  • 86 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.