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LGT Financial Advisors’s Independent Bank INDB Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-56
Closed -$2.91K – 819
2024
Q1 		$2.91K Sell
56
-76
-58% -$4.2K ﹤0.01% 704
2023
Q4 		$8.69K Hold
132
– – 0.01% 511
2023
Q3 		$6.48K Buy
+132
New +$7.02K 0.01% 568

Other funds holding INDB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
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

LGT Financial Advisors's INDB Position: Q2 2024 in Review

LGT Financial Advisors sold out of Independent Bank (INDB) in Q2 2024, closing a stake of 56 shares — an estimated $2.91K sold.

LGT Financial Advisors first reported a position in INDB in Q3 2023 and held it in 3 quarters. The position peaked at $8.69K in Q4 2023. 280 funds tracked by Wall St. Rank hold INDB as of Q2 2024.

  • LGT Financial Advisors reported no remaining Independent Bank position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 56 Independent Bank shares in Q2 2024, an estimated $2.91K.
  • LGT Financial Advisors first reported a position in Independent Bank in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Independent Bank position peaked at $8.69K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Independent Bank as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.