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ICA Group Wealth Management’s Independent Bank Corp IBCP Stock Holding History

ICA Group Wealth Management’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-92
Closed -$2.33K – 1017
2024
Q1 		$2.33K Sell
92
-131
-59% -$3.26K ﹤0.01% 1160
2023
Q4 		$5.8K Buy
+223
New +$4.76K ﹤0.01% 988
2023
Q3 		– Sell
-223
Closed -$3.78K – 669
2023
Q2 		$3.78K Hold
223
– – ﹤0.01% 1033
2023
Q1 		$3.96K Hold
223
– – ﹤0.01% 992
2022
Q4 		$5.33K Buy
+223
New +$5.08K ﹤0.01% 950

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ICA Group Wealth Management's IBCP Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Independent Bank Corp (IBCP) in Q2 2024, closing a stake of 92 shares — an estimated $2.33K sold.

ICA Group Wealth Management first reported a position in IBCP in Q4 2022 and held it in 5 quarters. The position peaked at $5.8K in Q4 2023. 141 funds tracked by Wall St. Rank hold IBCP as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Independent Bank Corp position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 92 Independent Bank Corp shares in Q2 2024, an estimated $2.33K.
  • ICA Group Wealth Management first reported a position in Independent Bank Corp in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Independent Bank Corp position peaked at $5.8K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.