Harvest Group Wealth Management’s Independent Bank INDB Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-225	Closed	-$16K	–	346
2020 Q4	$16K	Buy	225 +3	+1%	+$195	0.01%	191
2020 Q3	$12K	Sell	222 -14	-6%	-$871	0.01%	207
2020 Q2	$15K	Buy	236 +2	+0.9%	+$134	0.01%	177
2020 Q1	$15K	Sell	234 -25	-10%	-$1.79K	0.02%	164
2019 Q4	$21K	Buy	259 +1	+0.4%	+$82	0.02%	150
2019 Q3	$19K	Buy	258 +27	+12%	+$1.96K	0.02%	172
2019 Q2	$17K	Buy	231 +1	+0.4%	+$78	0.02%	168
2019 Q1	$19K	Buy	+230	New	+$18.2K	0.02%	163

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Group Wealth Management's INDB Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Independent Bank (INDB) in Q1 2021, closing a stake of 225 shares — an estimated $16K sold.

Harvest Group Wealth Management first reported a position in INDB in Q1 2019 and held it in 8 quarters. The position peaked at $21K in Q4 2019. 201 funds tracked by Wall St. Rank hold INDB as of Q1 2021.

Harvest Group Wealth Management reported no remaining Independent Bank position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 225 Independent Bank shares in Q1 2021, an estimated $16K.
Harvest Group Wealth Management first reported a position in Independent Bank in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Independent Bank position peaked at $21K in Q4 2019.
201 funds tracked by Wall St. Rank held Independent Bank as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.