Legacy Financial Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Legacy Financial Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-25,498	Closed	-$381K	–	262
2022 Q1	$381K	Sell	25,498 -1,590	-6%	-$26K	0.09%	134
2021 Q4	$410K	Buy	27,088 +1,386	+5%	+$21.3K	0.09%	110
2021 Q3	$388K	Buy	25,702 +1,397	+6%	+$19.5K	0.1%	102
2021 Q2	$347K	Buy	24,305 +3,419	+16%	+$50.5K	0.09%	108
2021 Q1	$307K	Buy	20,886 +532	+3%	+$6.88K	0.08%	106
2020 Q4	$215K	Buy	20,354 +1,906	+10%	+$17.4K	0.06%	137
2020 Q3	$134K	Buy	+18,448	New	+$147K	0.04%	130

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Legacy Financial Advisors's ISBC Position: Q2 2022 in Review

Legacy Financial Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 25,498 shares — an estimated $381K sold.

Legacy Financial Advisors first reported a position in ISBC in Q3 2020 and held it in 7 quarters. The position peaked at $410K in Q4 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Legacy Financial Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Legacy Financial Advisors sold 25,498 Investors Bancorp, Inc. shares in Q2 2022, an estimated $381K.
Legacy Financial Advisors first reported a position in Investors Bancorp, Inc. in Q3 2020 and held it in 7 quarters.
Legacy Financial Advisors's Investors Bancorp, Inc. position peaked at $410K in Q4 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.