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Spire Wealth Management’s Independent Bank Corp IBCP Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-52
Closed -$1K – 2682
2021
Q4 		$1K Buy
+52
New +$1.19K ﹤0.01% 2869
2021
Q2 		– Sell
-51
Closed -$1K – 2753
2021
Q1 		$1K Buy
+51
New +$1.08K ﹤0.01% 2936

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spire Wealth Management's IBCP Position: Q1 2022 in Review

Spire Wealth Management sold out of Independent Bank Corp (IBCP) in Q1 2022, closing a stake of 52 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in IBCP in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 131 funds tracked by Wall St. Rank hold IBCP as of Q1 2022.

  • Spire Wealth Management reported no remaining Independent Bank Corp position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 52 Independent Bank Corp shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Independent Bank Corp in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Independent Bank Corp position peaked at $1K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.