SCP
INDB icon

Shorepoint Capital Partners’s Independent Bank INDB Stock Holding History

Shorepoint Capital Partners’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
2023
Q1 		– Sell
-3,025
Closed -$255K – 132
2022
Q4 		$255K Buy
+3,025
New +$256K 0.07% 126

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Shorepoint Capital Partners's INDB Position: Q1 2023 in Review

Shorepoint Capital Partners sold out of Independent Bank (INDB) in Q1 2023, closing a stake of 3,025 shares — an estimated $255K sold.

Shorepoint Capital Partners first reported a position in INDB in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 265 funds tracked by Wall St. Rank hold INDB as of Q1 2023.

  • Shorepoint Capital Partners reported no remaining Independent Bank position as of Q1 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 3,025 Independent Bank shares in Q1 2023, an estimated $255K.
  • Shorepoint Capital Partners first reported a position in Independent Bank in Q4 2022 and held it in 1 quarter.
  • Shorepoint Capital Partners's Independent Bank position peaked at $255K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Independent Bank as of Q1 2023.

Based on Shorepoint Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.