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Glassman Wealth Services’s Independent Bank INDB Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-23
Closed -$1.51K – 965
2023
Q4 		$1.51K Hold
23
– – ﹤0.01% 1426
2023
Q3 		$1.13K Hold
23
– – ﹤0.01% 1515
2023
Q2 		$1.02K Buy
+23
New +$1.19K ﹤0.01% 1438
2020
Q2 		– Sell
-1
Closed – – 1373
2020
Q1 		$0 Buy
+1
New +$71 ﹤0.01% 1327

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glassman Wealth Services's INDB Position: Q1 2024 in Review

Glassman Wealth Services sold out of Independent Bank (INDB) in Q1 2024, closing a stake of 23 shares — an estimated $1.51K sold.

Glassman Wealth Services first reported a position in INDB in Q1 2020 and held it in 4 quarters. The position peaked at $1.51K in Q4 2023. 275 funds tracked by Wall St. Rank hold INDB as of Q1 2024.

  • Glassman Wealth Services reported no remaining Independent Bank position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 23 Independent Bank shares in Q1 2024, an estimated $1.51K.
  • Glassman Wealth Services first reported a position in Independent Bank in Q1 2020 and held it in 4 quarters.
  • Glassman Wealth Services's Independent Bank position peaked at $1.51K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Independent Bank as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.