WealthSource Partners’s First Internet Bancorp INBK Stock Holding History

WealthSource Partners’s Portfolio INBK Stock Details INBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,873	Closed	-$213K	–	523
2021 Q2	$213K	Hold	6,873	–	–	0.02%	434
2021 Q1	$242K	Sell	6,873 -1,500	-18%	-$50.2K	0.02%	374
2020 Q4	$241K	Buy	+8,373	New	+$201K	0.03%	327
2018 Q4	–	Sell	-6,873	Closed	-$209K	–	327
2018 Q3	$209K	Hold	6,873	–	–	0.05%	290
2018 Q2	$234K	Hold	6,873	–	–	0.07%	247
2018 Q1	$254K	Hold	6,873	–	–	0.08%	233
2017 Q4	$262K	Hold	6,873	–	–	0.08%	231
2017 Q3	$222K	Buy	+6,873	New	+$209K	0.07%	256
2017 Q2	–	Sell	-6,873	Closed	-$203K	–	302
2017 Q1	$203K	Hold	6,873	–	–	0.07%	263
2016 Q4	$220K	Buy	+6,873	New	+$187K	0.09%	207

Other funds holding INBK

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthSource Partners's INBK Position: Q3 2021 in Review

WealthSource Partners sold out of First Internet Bancorp (INBK) in Q3 2021, closing a stake of 6,873 shares — an estimated $213K sold.

WealthSource Partners first reported a position in INBK in Q4 2016 and held it in 10 quarters. The position peaked at $262K in Q4 2017. 96 funds tracked by Wall St. Rank hold INBK as of Q3 2021.

WealthSource Partners reported no remaining First Internet Bancorp position as of Q3 2021 after selling out during the quarter.
WealthSource Partners sold 6,873 First Internet Bancorp shares in Q3 2021, an estimated $213K.
WealthSource Partners first reported a position in First Internet Bancorp in Q4 2016 and held it in 10 quarters.
WealthSource Partners's First Internet Bancorp position peaked at $262K in Q4 2017.
96 funds tracked by Wall St. Rank held First Internet Bancorp as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.