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NBW Capital’s Independent Bank INDB Stock Holding History

NBW 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
2023
Q2 		– Sell
-35,382
Closed -$2.32M – 112
2023
Q1 		$2.32M Sell
35,382
-329
-0.9% -$25.2K 0.56% 70
2022
Q4 		$3.02M Buy
35,711
+273
+0.8% +$23.1K 0.77% 60
2022
Q3 		$2.64M Sell
35,438
-405
-1% -$32.7K 0.71% 62
2022
Q2 		$2.85M Buy
35,843
+293
+0.8% +$23.3K 0.78% 64
2022
Q1 		$2.9M Buy
35,550
+1,435
+4% +$121K 0.69% 65
2021
Q4 		$2.78M Buy
+34,115
New +$2.83M 0.62% 66

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NBW Capital's INDB Position: Q2 2023 in Review

NBW Capital sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 35,382 shares — an estimated $2.32M sold.

NBW Capital first reported a position in INDB in Q4 2021 and held it in 6 quarters. The position peaked at $3.02M in Q4 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • NBW Capital reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • NBW Capital sold 35,382 Independent Bank shares in Q2 2023, an estimated $2.32M.
  • NBW Capital first reported a position in Independent Bank in Q4 2021 and held it in 6 quarters.
  • NBW Capital's Independent Bank position peaked at $3.02M in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on NBW Capital's 13F filing for Q2 2023, filed 15 Aug 2023.