NewSquare Capital’s Independent Bank Corp IBCP Stock Holding History

NewSquare Capital’s Portfolio IBCP Stock Details IBCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$2.6K	–	486
2023 Q4	$2.6K	Buy	+100	New	+$2.13K	﹤0.01%	373

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's IBCP Position: Q1 2024 in Review

NewSquare Capital sold out of Independent Bank Corp (IBCP) in Q1 2024, closing a stake of 100 shares — an estimated $2.6K sold.

NewSquare Capital first reported a position in IBCP in Q4 2023 and held it in 1 quarter. The position peaked at $2.6K in Q4 2023. 131 funds tracked by Wall St. Rank hold IBCP as of Q1 2024.

NewSquare Capital reported no remaining Independent Bank Corp position as of Q1 2024 after selling out during the quarter.
NewSquare Capital sold 100 Independent Bank Corp shares in Q1 2024, an estimated $2.6K.
NewSquare Capital first reported a position in Independent Bank Corp in Q4 2023 and held it in 1 quarter.
NewSquare Capital's Independent Bank Corp position peaked at $2.6K in Q4 2023.
131 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.