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Innealta Capital’s Independent Bank Corp IBCP Stock Holding History

Innealta Capital’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
Q3 		– Sell
-742
Closed -$20K – 868
2024
Q2 		$20K Buy
+742
New +$18.4K 0.01% 653

Other funds holding IBCP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Innealta Capital's IBCP Position: Q3 2024 in Review

Innealta Capital sold out of Independent Bank Corp (IBCP) in Q3 2024, closing a stake of 742 shares — an estimated $20K sold.

Innealta Capital first reported a position in IBCP in Q2 2024 and held it in 1 quarter. The position peaked at $20K in Q2 2024. 149 funds tracked by Wall St. Rank hold IBCP as of Q3 2024.

  • Innealta Capital reported no remaining Independent Bank Corp position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 742 Independent Bank Corp shares in Q3 2024, an estimated $20K.
  • Innealta Capital first reported a position in Independent Bank Corp in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Independent Bank Corp position peaked at $20K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.