RPg Family Wealth Advisory’s Independent Bank INDB Stock Holding History

RPg Family Wealth Advisory’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	–	Sell	-280	Closed	-$23K	–	197
2022 Q1	$23K	Hold	280	–	–	0.01%	203
2021 Q4	$23K	Buy	+280	New	+$23.3K	0.01%	211
2020 Q3	–	Sell	-153	Closed	-$10.3K	–	285
2020 Q2	$10.3K	Sell	153 -9	-6%	-$605	0.01%	276
2020 Q1	$10.4K	Buy	162 +30	+23%	+$2.14K	0.01%	252
2019 Q4	$11K	Buy	+132	New	+$10.8K	0.01%	261
2019 Q3	–	Sell	-132	Closed	-$10.1K	–	298
2019 Q2	$10.1K	Buy	+132	New	+$10.3K	0.01%	276

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPg Family Wealth Advisory's INDB Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Independent Bank (INDB) in Q2 2022, closing a stake of 280 shares — an estimated $23K sold.

RPg Family Wealth Advisory first reported a position in INDB in Q2 2019 and held it in 6 quarters. The position peaked at $23K in Q1 2022. 252 funds tracked by Wall St. Rank hold INDB as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Independent Bank position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 280 Independent Bank shares in Q2 2022, an estimated $23K.
RPg Family Wealth Advisory first reported a position in Independent Bank in Q2 2019 and held it in 6 quarters.
RPg Family Wealth Advisory's Independent Bank position peaked at $23K in Q1 2022.
252 funds tracked by Wall St. Rank held Independent Bank as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.