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Pinnacle Private Wealth’s Independent Bank INDB Stock Holding History

Pinnacle Private Wealth’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 		$1.36M Hold
17,068
– – 0.53% 46
2022
Q1 		$1.39M Hold
17,068
– – 0.43% 52
2021
Q4 		$1.39M Buy
+17,068
New +$1.42M 0.44% 59

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Private Wealth's INDB Position: Q2 2022 in Review

Pinnacle Private Wealth held its Independent Bank (INDB) position steady in Q2 2022 at 17,068 shares worth $1.36M. The position accounts for 0.53% of the portfolio, ranked #46.

Pinnacle Private Wealth first reported a position in INDB in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.39M in Q1 2022. 252 funds tracked by Wall St. Rank hold INDB as of Q2 2022.

  • Pinnacle Private Wealth held 17,068 shares of Independent Bank worth $1.36M as of Q2 2022.
  • Pinnacle Private Wealth left its Independent Bank share count unchanged in Q2 2022.
  • Independent Bank made up 0.53% of Pinnacle Private Wealth's portfolio in Q2 2022, its #46 holding.
  • Pinnacle Private Wealth first reported a position in Independent Bank in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Independent Bank position peaked at $1.39M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Independent Bank as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.