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Prio Wealth Limited Partnership’s Independent Bank INDB Stock Holding History

Prio Wealth Limited Partnership’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
2024
Q3 		$3.88M Sell
65,600
-2,100
-3% -$123K 0.11% 92
2024
Q2 		$3.43M Sell
67,700
-1,800
-3% -$90K 0.1% 95
2024
Q1 		$3.62M Sell
69,500
-1,885
-3% -$104K 0.1% 97
2023
Q4 		$4.7M Sell
71,385
-4,000
-5% -$221K 0.16% 84
2023
Q3 		$3.7M Sell
75,385
-4,000
-5% -$213K 0.14% 89
2023
Q2 		$3.53M Hold
79,385
– – 0.13% 93
2023
Q1 		$5.21M Hold
79,385
– – 0.2% 78
2022
Q4 		$6.7M Hold
79,385
– – 0.27% 76
2022
Q3 		$5.92M Sell
79,385
-10,000
-11% -$808K 0.25% 77
2022
Q2 		$7.1M Hold
89,385
– – 0.28% 72
2022
Q1 		$7.3M Hold
89,385
– – 0.24% 78
2021
Q4 		$7.29M Sell
89,385
-1,723
-2% -$143K 0.22% 79
2021
Q3 		$6.94M Sell
91,108
-200
-0.2% -$14.7K 0.23% 79
2021
Q2 		$6.89M Hold
91,308
– – 0.23% 78
2021
Q1 		$7.69M Sell
91,308
-9,561
-9% -$799K 0.28% 76
2020
Q4 		$7.37M Sell
100,869
-1,700
-2% -$110K 0.28% 73
2020
Q3 		$5.37M Hold
102,569
– – 0.22% 74
2020
Q2 		$6.88M Sell
102,569
-6,869
-6% -$462K 0.32% 69
2020
Q1 		$7.04M Hold
109,438
– – 0.39% 64
2019
Q4 		$9.11M Sell
109,438
-1,841
-2% -$150K 0.39% 67
2019
Q3 		$8.31M Sell
111,279
-4,810
-4% -$349K 0.38% 68
2019
Q2 		$8.84M Buy
116,089
+3,710
+3% +$289K 0.41% 66
2019
Q1 		$9.1M Sell
112,379
-3,750
-3% -$297K 0.43% 65
2018
Q4 		$8.16M Sell
116,129
-871
-0.7% -$67.5K 0.44% 64
2018
Q3 		$9.66M Sell
117,000
-4,200
-3% -$366K 0.44% 64
2018
Q2 		$9.5M Sell
121,200
-9,000
-7% -$687K 0.47% 60
2018
Q1 		$9.31M Sell
130,200
-234
-0.2% -$16.8K 0.46% 62
2017
Q4 		$9.11M Sell
130,434
-1,450
-1% -$104K 0.43% 67
2017
Q3 		$9.85M Sell
131,884
-450
-0.3% -$31.3K 0.48% 60
2017
Q2 		$8.82M Buy
132,334
+200
+0.2% +$12.7K 0.44% 64
2017
Q1 		$8.59M Hold
132,134
– – 0.44% 60
2016
Q4 		$9.31M Sell
132,134
-9,831
-7% -$603K 0.5% 57
2016
Q3 		$7.68M Hold
141,965
– – 0.41% 68
2016
Q2 		$6.49M Hold
141,965
– – 0.36% 70
2016
Q1 		$6.52M Sell
141,965
-1,265
-0.9% -$56.4K 0.36% 71
2015
Q4 		$6.66M Hold
143,230
– – 0.36% 72
2015
Q3 		$6.6M Hold
143,230
– – 0.37% 71
2015
Q2 		$6.72M Sell
143,230
-10,680
-7% -$476K 0.35% 73
2015
Q1 		$6.75M Buy
+153,910
New +$6.33M 0.33% 75

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prio Wealth Limited Partnership's INDB Position: Q3 2024 in Review

Prio Wealth Limited Partnership reduced its Independent Bank (INDB) stake by 3.1% in Q3 2024, selling an estimated $123K and leaving 65,600 shares worth $3.88M. The position accounts for 0.11% of the portfolio, ranked #92.

Prio Wealth Limited Partnership first reported a position in INDB in Q1 2015 and has held it in 39 quarters since. The position peaked at $9.85M in Q3 2017. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Prio Wealth Limited Partnership held 65,600 shares of Independent Bank worth $3.88M as of Q3 2024.
  • Prio Wealth Limited Partnership sold 2,100 Independent Bank shares in Q3 2024, an estimated $123K.
  • Independent Bank made up 0.11% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #92 holding.
  • Prio Wealth Limited Partnership first reported a position in Independent Bank in Q1 2015 and has held it in 39 quarters since.
  • Prio Wealth Limited Partnership's Independent Bank position peaked at $9.85M in Q3 2017.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.