Tarbox Family Office’s Independent Bank INDB Stock Holding History

Tarbox Family Office’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	-63	Closed	-$5K	–	540
2022 Q1	$5K	Hold	63	–	–	﹤0.01%	535
2021 Q4	$5K	Hold	63	–	–	﹤0.01%	608
2021 Q3	$5K	Hold	63	–	–	﹤0.01%	635
2021 Q2	$5K	Sell	63 -1	-2%	-$80	﹤0.01%	637
2021 Q1	$5K	Hold	64	–	–	﹤0.01%	562
2020 Q4	$5K	Sell	64 -3	-4%	-$195	﹤0.01%	523
2020 Q3	$4K	Hold	67	–	–	﹤0.01%	534
2020 Q2	$4K	Sell	67 -2	-3%	-$134	﹤0.01%	527
2020 Q1	$4K	Buy	69 +52	+306%	+$3.71K	﹤0.01%	467
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	992
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	939
2019 Q2	$1K	Buy	+17	New	+$1.32K	﹤0.01%	956

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

Tarbox Family Office's INDB Position: Q2 2022 in Review

Tarbox Family Office sold out of Independent Bank (INDB) in Q2 2022, closing a stake of 63 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in INDB in Q2 2019 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 252 funds tracked by Wall St. Rank hold INDB as of Q2 2022.

Tarbox Family Office reported no remaining Independent Bank position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 63 Independent Bank shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in Independent Bank in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Independent Bank position peaked at $5K in Q1 2022.
252 funds tracked by Wall St. Rank held Independent Bank as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.