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Halpern Financial’s Independent Bank INDB Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-22
Closed -$1.75K – 260
2022
Q2 		$1.75K Buy
+22
New +$1.75K ﹤0.01% 250

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's INDB Position: Q3 2022 in Review

Halpern Financial sold out of Independent Bank (INDB) in Q3 2022, closing a stake of 22 shares — an estimated $1.75K sold.

Halpern Financial first reported a position in INDB in Q2 2022 and held it in 1 quarter. The position peaked at $1.75K in Q2 2022. 258 funds tracked by Wall St. Rank hold INDB as of Q3 2022.

  • Halpern Financial reported no remaining Independent Bank position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 22 Independent Bank shares in Q3 2022, an estimated $1.75K.
  • Halpern Financial first reported a position in Independent Bank in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Independent Bank position peaked at $1.75K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Independent Bank as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.