TWP
INDB icon

TFO Wealth Partners’s Independent Bank INDB Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$104 – 391
2024
Q1 		$104 Hold
2
– – ﹤0.01% 632
2023
Q4 		$132 Hold
2
– – ﹤0.01% 745
2023
Q3 		$89 Hold
2
– – ﹤0.01% 988
2023
Q2 		$89 Hold
2
– – ﹤0.01% 685
2023
Q1 		$131 Hold
2
– – ﹤0.01% 586
2022
Q4 		$441 Buy
+2
New +$170 ﹤0.01% 497

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

TFO Wealth Partners's INDB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Independent Bank (INDB) in Q2 2024, closing a stake of 2 shares — an estimated $104 sold.

TFO Wealth Partners first reported a position in INDB in Q4 2022 and held it in 6 quarters. The position peaked at $441 in Q4 2022. 280 funds tracked by Wall St. Rank hold INDB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Independent Bank position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Independent Bank shares in Q2 2024, an estimated $104.
  • TFO Wealth Partners first reported a position in Independent Bank in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Independent Bank position peaked at $441 in Q4 2022.
  • 280 funds tracked by Wall St. Rank held Independent Bank as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.