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Professional Financial Advisors’s Independent Bank Corp IBCP Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-1,379
Closed -$26K – 247
2022
Q3 		$26K Hold
1,379
– – 0.02% 198
2022
Q2 		$27K Hold
1,379
– – 0.02% 199
2022
Q1 		$30K Hold
1,379
– – 0.01% 191
2021
Q4 		$33K Hold
1,379
– – 0.01% 198
2021
Q3 		$30K Buy
+1,379
New +$28.7K 0.02% 177

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Professional Financial Advisors's IBCP Position: Q4 2022 in Review

Professional Financial Advisors sold out of Independent Bank Corp (IBCP) in Q4 2022, closing a stake of 1,379 shares — an estimated $26K sold.

Professional Financial Advisors first reported a position in IBCP in Q3 2021 and held it in 5 quarters. The position peaked at $33K in Q4 2021. 130 funds tracked by Wall St. Rank hold IBCP as of Q4 2022.

  • Professional Financial Advisors reported no remaining Independent Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,379 Independent Bank Corp shares in Q4 2022, an estimated $26K.
  • Professional Financial Advisors first reported a position in Independent Bank Corp in Q3 2021 and held it in 5 quarters.
  • Professional Financial Advisors's Independent Bank Corp position peaked at $33K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.