Traphagen Investment Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Traphagen Investment Advisors’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 Q1	–	Sell	-10,297	Closed	-$156K	–	149
2021 Q4	$156K	Hold	10,297	–	–	0.03%	141
2021 Q3	$156K	Hold	10,297	–	–	0.03%	135
2021 Q2	$147K	Buy	+10,297	New	+$152K	0.03%	137
2021 Q1	–	Sell	-10,297	Closed	-$109K	–	151
2020 Q4	$109K	Hold	10,297	–	–	0.02%	133
2020 Q3	$74.8K	Hold	10,297	–	–	0.02%	122
2020 Q2	$87.5K	Hold	10,297	–	–	0.02%	125
2020 Q1	$82.3K	Hold	10,297	–	–	0.02%	114
2019 Q4	$123K	Buy	+10,297	New	+$123K	0.03%	119

Other funds holding ISBC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Traphagen Investment Advisors's ISBC Position: Q1 2022 in Review

Traphagen Investment Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2022, closing a stake of 10,297 shares — an estimated $156K sold.

Traphagen Investment Advisors first reported a position in ISBC in Q4 2019 and held it in 8 quarters. The position peaked at $156K in Q4 2021. 255 funds tracked by Wall St. Rank hold ISBC as of Q1 2022.

Traphagen Investment Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
Traphagen Investment Advisors sold 10,297 Investors Bancorp, Inc. shares in Q1 2022, an estimated $156K.
Traphagen Investment Advisors first reported a position in Investors Bancorp, Inc. in Q4 2019 and held it in 8 quarters.
Traphagen Investment Advisors's Investors Bancorp, Inc. position peaked at $156K in Q4 2021.
255 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2022.

Based on Traphagen Investment Advisors's 13F filing for Q1 2022, filed 17 Jun 2024.