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TCI Wealth Advisors’s Independent Bank INDB Stock Holding History

TCI 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
Q2 		– Sell
-37
Closed -$2.43K – 1163
2023
Q1 		$2.43K Sell
37
-44
-54% -$3.37K ﹤0.01% 1916
2022
Q4 		$6.84K Hold
81
– – ﹤0.01% 1328
2022
Q3 		$6K Sell
81
-36
-31% -$2.91K ﹤0.01% 1343
2022
Q2 		$9K Buy
117
+18
+18% +$1.43K ﹤0.01% 1082
2022
Q1 		$8K Buy
99
+64
+183% +$5.4K ﹤0.01% 1253
2021
Q4 		$3K Hold
35
– – ﹤0.01% 2007
2021
Q3 		$3K Sell
35
-49
-58% -$3.59K ﹤0.01% 1944
2021
Q2 		$6K Buy
84
+17
+25% +$1.37K ﹤0.01% 1321
2021
Q1 		$6K Buy
67
+32
+91% +$2.67K ﹤0.01% 1149
2020
Q4 		$3K Hold
35
– – ﹤0.01% 1098
2020
Q3 		$2K Sell
35
-14
-29% -$871 ﹤0.01% 1122
2020
Q2 		$3K Hold
49
– – ﹤0.01% 907
2020
Q1 		$3K Buy
+49
New +$3.5K ﹤0.01% 876

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

TCI Wealth Advisors's INDB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 37 shares — an estimated $2.43K sold.

TCI Wealth Advisors first reported a position in INDB in Q1 2020 and held it in 13 quarters. The position peaked at $9K in Q2 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 37 Independent Bank shares in Q2 2023, an estimated $2.43K.
  • TCI Wealth Advisors first reported a position in Independent Bank in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's Independent Bank position peaked at $9K in Q2 2022.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.