Innealta Capital’s Independent Bank INDB Stock Holding History

Innealta Capital’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
2024 Q3	–	Sell	-1,438	Closed	-$72.9K	–	889
2024 Q2	$72.9K	Buy	+1,438	New	+$71.9K	0.02%	273

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Innealta Capital's INDB Position: Q3 2024 in Review

Innealta Capital sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 1,438 shares — an estimated $72.9K sold.

Innealta Capital first reported a position in INDB in Q2 2024 and held it in 1 quarter. The position peaked at $72.9K in Q2 2024. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

Innealta Capital reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 1,438 Independent Bank shares in Q3 2024, an estimated $72.9K.
Innealta Capital first reported a position in Independent Bank in Q2 2024 and held it in 1 quarter.
Innealta Capital's Independent Bank position peaked at $72.9K in Q2 2024.
292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

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