Sutton Wealth Advisors’s Independent Bank INDB Stock Holding History

Sutton Wealth Advisors’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	-1,066	Closed	-$90K	–	1164
2022 Q4	$90K	Hold	1,066	–	–	0.03%	264
2022 Q3	$79.4K	Sell	1,066 -9	-0.8%	-$728	0.03%	279
2022 Q2	$85.4K	Buy	1,075 +192	+22%	+$15.3K	0.03%	262
2022 Q1	$72.1K	Hold	883	–	–	0.02%	315
2021 Q4	$72K	Buy	883 +10	+1%	+$831	0.02%	320
2021 Q3	$66.5K	Hold	873	–	–	0.02%	327
2021 Q2	$65.9K	Hold	873	–	–	0.02%	335
2021 Q1	$73.5K	Hold	873	–	–	0.03%	293
2020 Q4	$63.8K	Hold	873	–	–	0.03%	304
2020 Q3	$45.7K	Hold	873	–	–	0.02%	321
2020 Q2	$58.6K	Sell	873 -63	-7%	-$4.24K	0.03%	270
2020 Q1	$60.3K	Buy	936 +530	+131%	+$37.9K	0.04%	239
2019 Q4	$33.8K	Buy	406 +64	+19%	+$5.23K	0.02%	424
2019 Q3	$25.5K	Hold	342	–	–	0.01%	494
2019 Q2	$26K	Hold	342	–	–	0.02%	495
2019 Q1	$27.7K	Hold	342	–	–	0.02%	473
2018 Q4	$24K	Hold	342	–	–	0.02%	468
2018 Q3	$28.2K	Hold	342	–	–	0.02%	466
2018 Q2	$26.8K	Hold	342	–	–	0.02%	479
2018 Q1	$24.5K	Hold	342	–	–	0.02%	491
2017 Q4	$23.9K	Hold	342	–	–	0.02%	493
2017 Q3	$25.5K	Hold	342	–	–	0.02%	463
2017 Q2	$22.8K	Hold	342	–	–	0.02%	473
2017 Q1	$22.2K	Hold	342	–	–	0.02%	481
2016 Q4	$24.1K	Hold	342	–	–	0.02%	441
2016 Q3	$18.5K	Hold	342	–	–	0.02%	477
2016 Q2	$15.6K	Hold	342	–	–	0.01%	510
2016 Q1	$15.7K	Buy	+342	New	+$15.3K	0.01%	498

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

SAM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's INDB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Independent Bank (INDB) in Q1 2023, closing a stake of 1,066 shares — an estimated $90K sold.

Sutton Wealth Advisors first reported a position in INDB in Q1 2016 and held it in 28 quarters. The position peaked at $90K in Q4 2022. 265 funds tracked by Wall St. Rank hold INDB as of Q1 2023.

Sutton Wealth Advisors reported no remaining Independent Bank position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,066 Independent Bank shares in Q1 2023, an estimated $90K.
Sutton Wealth Advisors first reported a position in Independent Bank in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Independent Bank position peaked at $90K in Q4 2022.
265 funds tracked by Wall St. Rank held Independent Bank as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.