HFS
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Heritage Financial Services’s Independent Bank INDB Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-23
Closed -$1K – 259
2022
Q2 		$1K Buy
+23
New +$1.83K ﹤0.01% 457

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SAM
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CIP
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CCM
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Geode Capital Management
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Heritage Financial Services's INDB Position: Q3 2022 in Review

Heritage Financial Services sold out of Independent Bank (INDB) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

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

  • Heritage Financial Services reported no remaining Independent Bank position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 23 Independent Bank shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Independent Bank in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Independent Bank position peaked at $1K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Independent Bank as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.