Pictet Asset Management (Switzerland)’s Independent Bank INDB Stock Holding History

Pictet Asset Management (Switzerland)’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	$258K	Hold	5,796	–	–	﹤0.01%	1594
2023 Q1	$380K	Hold	5,796	–	–	﹤0.01%	1384
2022 Q4	$489K	Buy	5,796 +2,825	+95%	+$240K	﹤0.01%	1260
2022 Q3	$221K	Hold	2,971	–	–	﹤0.01%	1373
2022 Q2	$236K	Hold	2,971	–	–	﹤0.01%	1368
2022 Q1	$243K	Hold	2,971	–	–	﹤0.01%	1465
2021 Q4	$242K	Buy	+2,971	New	+$247K	﹤0.01%	1503

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s INDB Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Independent Bank (INDB) position steady in Q2 2023 at 5,796 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Pictet Asset Management (Switzerland) first reported a position in INDB in Q4 2021 and has held it in 7 quarters since. The position peaked at $489K in Q4 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

Pictet Asset Management (Switzerland) held 5,796 shares of Independent Bank worth $258K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Independent Bank share count unchanged in Q2 2023.
Independent Bank made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1594 holding.
Pictet Asset Management (Switzerland) first reported a position in Independent Bank in Q4 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s Independent Bank position peaked at $489K in Q4 2022.
249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.