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Private Trust Company’s Independent Bank Corp IBCP Stock Holding History

Private Trust Company’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
Q3 		– Sell
-700
Closed -$18.9K – 2321
2024
Q2 		$18.9K Hold
700
– – ﹤0.01% 1465
2024
Q1 		$17.7K Hold
700
– – ﹤0.01% 1470
2023
Q4 		$18.2K Hold
700
– – ﹤0.01% 1437
2023
Q3 		$12.8K Hold
700
– – ﹤0.01% 1510
2023
Q2 		$11.9K Buy
700
+200
+40% +$3.43K ﹤0.01% 1560
2023
Q1 		$8.88K Hold
500
– – ﹤0.01% 1628
2022
Q4 		$12K Hold
500
– – ﹤0.01% 1489
2022
Q3 		$10K Hold
500
– – ﹤0.01% 1452
2022
Q2 		$10K Buy
+500
New +$9.93K ﹤0.01% 1499

Other funds holding IBCP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Private Trust Company's IBCP Position: Q3 2024 in Review

Private Trust Company sold out of Independent Bank Corp (IBCP) in Q3 2024, closing a stake of 700 shares — an estimated $18.9K sold.

Private Trust Company first reported a position in IBCP in Q2 2022 and held it in 9 quarters. The position peaked at $18.9K in Q2 2024. 149 funds tracked by Wall St. Rank hold IBCP as of Q3 2024.

  • Private Trust Company reported no remaining Independent Bank Corp position as of Q3 2024 after selling out during the quarter.
  • Private Trust Company sold 700 Independent Bank Corp shares in Q3 2024, an estimated $18.9K.
  • Private Trust Company first reported a position in Independent Bank Corp in Q2 2022 and held it in 9 quarters.
  • Private Trust Company's Independent Bank Corp position peaked at $18.9K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2024.

Based on Private Trust Company's 13F filing for Q3 2024, filed 13 Nov 2024.