Keystone Financial Group (Kentucky)’s Independent Bank Corp IBCP Stock Holding History

Keystone Financial Group (Kentucky)’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	-12,624	Closed	-$341K	–	375
2024 Q2	$341K	Sell	12,624 -191	-1%	-$4.73K	0.12%	115
2024 Q1	$325K	Sell	12,815 -240	-2%	-$5.97K	0.05%	246
2023 Q4	$340K	Sell	13,055 -38	-0.3%	-$811	0.06%	198
2023 Q3	$240K	Buy	13,093 +10	+0.1%	+$191	0.04%	247
2023 Q2	$222K	Buy	+13,083	New	+$224K	0.04%	265
2022 Q4	$288K	Buy	12,027 +6	+0%	+$137	0.06%	208
2022 Q3	$230K	Buy	12,021 +507	+4%	+$10.3K	0.05%	245
2022 Q2	$222K	Buy	11,514 +1,705	+17%	+$33.9K	0.04%	255
2022 Q1	$216K	Buy	9,809 +4	+0%	+$96	0.04%	272
2021 Q4	$234K	Buy	9,805 +4	+0%	+$91	0.04%	273
2021 Q3	$211K	Buy	+9,801	New	+$204K	0.04%	273

Other funds holding IBCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IBCP Position: Q3 2024 in Review

Keystone Financial Group (Kentucky) sold out of Independent Bank Corp (IBCP) in Q3 2024, closing a stake of 12,624 shares — an estimated $341K sold.

Keystone Financial Group (Kentucky) first reported a position in IBCP in Q3 2021 and held it in 11 quarters. The position peaked at $341K in Q2 2024. 150 funds tracked by Wall St. Rank hold IBCP as of Q3 2024.

Keystone Financial Group (Kentucky) reported no remaining Independent Bank Corp position as of Q3 2024 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 12,624 Independent Bank Corp shares in Q3 2024, an estimated $341K.
Keystone Financial Group (Kentucky) first reported a position in Independent Bank Corp in Q3 2021 and held it in 11 quarters.
Keystone Financial Group (Kentucky)'s Independent Bank Corp position peaked at $341K in Q2 2024.
150 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2024, filed 12 Nov 2024.