Patriot Financial Group Insurance Agency’s Independent Bank INDB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q2	–	Sell	-26	Closed	-$2K	–	2091
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	1851
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	1939
2021 Q3	$2K	Buy	+26	New	+$1.91K	﹤0.01%	1941
2020 Q4	–	Sell	-135	Closed	-$7K	–	1912
2020 Q3	$7K	Hold	135	–	–	﹤0.01%	1137
2020 Q2	$9K	Buy	135 +1	+0.7%	+$67	﹤0.01%	997
2020 Q1	$9K	Buy	+134	New	+$9.57K	﹤0.01%	886

Other funds holding INDB

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's INDB Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Independent Bank (INDB) in Q2 2022, closing a stake of 26 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in INDB in Q1 2020 and held it in 6 quarters. The position peaked at $9K in Q2 2020. 252 funds tracked by Wall St. Rank hold INDB as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Independent Bank position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 26 Independent Bank shares in Q2 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Independent Bank in Q1 2020 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Independent Bank position peaked at $9K in Q2 2020.
252 funds tracked by Wall St. Rank held Independent Bank as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.