Valley National Advisers’s Independent Bank INDB Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-230	Closed	-$11K	–	939
2024 Q2	$11K	Hold	230	–	–	﹤0.01%	602
2024 Q1	$11K	Hold	230	–	–	﹤0.01%	621
2023 Q4	$15K	Hold	230	–	–	﹤0.01%	584
2023 Q3	$11K	Hold	230	–	–	﹤0.01%	584
2023 Q2	$11K	Hold	230	–	–	﹤0.01%	585
2023 Q1	$13K	Hold	230	–	–	﹤0.01%	560
2022 Q4	$18K	Hold	230	–	–	﹤0.01%	505
2022 Q3	$19K	Hold	230	–	–	﹤0.01%	500
2022 Q2	$18K	Hold	230	–	–	﹤0.01%	496
2022 Q1	$19K	Hold	230	–	–	﹤0.01%	520
2021 Q4	$19K	Hold	230	–	–	﹤0.01%	512
2021 Q3	$18K	Hold	230	–	–	﹤0.01%	509
2021 Q2	$17K	Hold	230	–	–	﹤0.01%	514
2021 Q1	$19K	Hold	230	–	–	﹤0.01%	458
2020 Q4	$17K	Hold	230	–	–	﹤0.01%	460
2020 Q3	$12K	Hold	230	–	–	﹤0.01%	459
2020 Q2	$15K	Hold	230	–	–	﹤0.01%	430
2020 Q1	$15K	Hold	230	–	–	﹤0.01%	427
2019 Q4	$19K	Hold	230	–	–	﹤0.01%	441
2019 Q3	$17K	Hold	230	–	–	﹤0.01%	449
2019 Q2	$18K	Buy	+230	New	+$17.9K	﹤0.01%	415

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley National Advisers's INDB Position: Q3 2024 in Review

Valley National Advisers sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 230 shares — an estimated $11K sold.

Valley National Advisers first reported a position in INDB in Q2 2019 and held it in 21 quarters. The position peaked at $19K in Q3 2022. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

Valley National Advisers reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 230 Independent Bank shares in Q3 2024, an estimated $11K.
Valley National Advisers first reported a position in Independent Bank in Q2 2019 and held it in 21 quarters.
Valley National Advisers's Independent Bank position peaked at $19K in Q3 2022.
292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.