Marshall Financial Group (Maryland)’s Investors Bancorp, Inc. ISBC Stock Holding History

Marshall Financial Group (Maryland)’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	-10,072	Closed	-$150K	–	221
2022 Q1	$150K	Hold	10,072	–	–	0.06%	203
2021 Q4	$153K	Hold	10,072	–	–	0.06%	208
2021 Q3	$152K	Sell	10,072 -225	-2%	-$3.14K	0.08%	171
2021 Q2	$147K	Sell	10,297 -13,013	-56%	-$192K	0.08%	169
2021 Q1	$342K	Buy	23,310 +11,775	+102%	+$152K	0.2%	108
2020 Q4	$122K	Buy	+11,535	New	+$105K	0.08%	121

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

Marshall Financial Group (Maryland)'s ISBC Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 10,072 shares — an estimated $150K sold.

Marshall Financial Group (Maryland) first reported a position in ISBC in Q4 2020 and held it in 6 quarters. The position peaked at $342K in Q1 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Marshall Financial Group (Maryland) reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 10,072 Investors Bancorp, Inc. shares in Q2 2022, an estimated $150K.
Marshall Financial Group (Maryland) first reported a position in Investors Bancorp, Inc. in Q4 2020 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s Investors Bancorp, Inc. position peaked at $342K in Q1 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.