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NewEdge Advisors’s Independent Bank INDB Stock Holding History

NewEdge 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
2023
Q4 		– Sell
-3
Closed -$147 – 3814
2023
Q3 		$147 Hold
3
– – ﹤0.01% 3339
2023
Q2 		$134 Buy
+3
New +$156 ﹤0.01% 3408
2023
Q1 		– Sell
-53
Closed -$4.47K – 3778
2022
Q4 		$4.47K Buy
+53
New +$4.49K ﹤0.01% 2631

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NewEdge Advisors's INDB Position: Q4 2023 in Review

NewEdge Advisors sold out of Independent Bank (INDB) in Q4 2023, closing a stake of 3 shares — an estimated $147 sold.

NewEdge Advisors first reported a position in INDB in Q4 2022 and held it in 3 quarters. The position peaked at $4.47K in Q4 2022. 259 funds tracked by Wall St. Rank hold INDB as of Q4 2023.

  • NewEdge Advisors reported no remaining Independent Bank position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 3 Independent Bank shares in Q4 2023, an estimated $147.
  • NewEdge Advisors first reported a position in Independent Bank in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Independent Bank position peaked at $4.47K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Independent Bank as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.