T
ISBC

TCWP’s Investors Bancorp, Inc. ISBC Stock Holding History

TCWP’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-132
Closed -$1K – 1973
2022
Q1 		$1K Buy
+132
New +$2.16K ﹤0.01% 1701

Other funds holding ISBC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TCWP's ISBC Position: Q2 2022 in Review

TCWP sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 132 shares — an estimated $1K sold.

TCWP first reported a position in ISBC in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

  • TCWP reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 132 Investors Bancorp, Inc. shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in Investors Bancorp, Inc. in Q1 2022 and held it in 1 quarter.
  • TCWP's Investors Bancorp, Inc. position peaked at $1K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.