Wipfli Financial Advisors’s Independent Bank INDB Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$1K	Buy	+14	New	+$1.13K	﹤0.01%	2432

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Wipfli Financial Advisors's INDB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Independent Bank (INDB) in Q3 2022: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2432 among its holdings.

258 funds tracked by Wall St. Rank hold INDB as of Q3 2022.

Wipfli Financial Advisors held 14 shares of Independent Bank worth $1K as of Q3 2022.
Independent Bank was a new Wipfli Financial Advisors position in Q3 2022.
Independent Bank made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2432 holding.
258 funds tracked by Wall St. Rank held Independent Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.