HWAM
ISBC

Hennion & Walsh Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Hennion & Walsh Asset Management’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,027
Closed -$150K – 818
2022
Q1 		$150K Sell
10,027
-299
-3% -$4.89K 0.01% 754
2021
Q4 		$156K Buy
+10,326
New +$159K 0.01% 732

Other funds holding ISBC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hennion & Walsh Asset Management's ISBC Position: Q2 2022 in Review

Hennion & Walsh Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 10,027 shares — an estimated $150K sold.

Hennion & Walsh Asset Management first reported a position in ISBC in Q4 2021 and held it in 2 quarters. The position peaked at $156K in Q4 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

  • Hennion & Walsh Asset Management reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 10,027 Investors Bancorp, Inc. shares in Q2 2022, an estimated $150K.
  • Hennion & Walsh Asset Management first reported a position in Investors Bancorp, Inc. in Q4 2021 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's Investors Bancorp, Inc. position peaked at $156K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.