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Venturi Wealth Management’s Independent Bank INDB Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-966
Closed -$62K – 1198
2024
Q4 		$62K Buy
+966
New +$64.4K ﹤0.01% 957

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Venturi Wealth Management's INDB Position: Q1 2025 in Review

Venturi Wealth Management sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 966 shares — an estimated $62K sold.

Venturi Wealth Management first reported a position in INDB in Q4 2024 and held it in 1 quarter. The position peaked at $62K in Q4 2024. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

  • Venturi Wealth Management reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 966 Independent Bank shares in Q1 2025, an estimated $62K.
  • Venturi Wealth Management first reported a position in Independent Bank in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Independent Bank position peaked at $62K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.