VIA
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Virtus Investment Advisers’s Independent Bank INDB Stock Holding History

Virtus Investment 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
2023
Q1 		– Sell
-846
Closed -$71.4K – 310
2022
Q4 		$71.4K Hold
846
– – 0.05% 292
2022
Q3 		$63K Buy
+846
New +$68.4K 0.03% 327

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Virtus Investment Advisers's INDB Position: Q1 2023 in Review

Virtus Investment Advisers sold out of Independent Bank (INDB) in Q1 2023, closing a stake of 846 shares — an estimated $71.4K sold.

Virtus Investment Advisers first reported a position in INDB in Q3 2022 and held it in 2 quarters. The position peaked at $71.4K in Q4 2022. 265 funds tracked by Wall St. Rank hold INDB as of Q1 2023.

  • Virtus Investment Advisers reported no remaining Independent Bank position as of Q1 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 846 Independent Bank shares in Q1 2023, an estimated $71.4K.
  • Virtus Investment Advisers first reported a position in Independent Bank in Q3 2022 and held it in 2 quarters.
  • Virtus Investment Advisers's Independent Bank position peaked at $71.4K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Independent Bank as of Q1 2023.

Based on Virtus Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.