Advisor Group’s Independent Bank Group, Inc. IBTX Stock Holding History

Advisor Group’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$56K	Sell	1,005 -388	-28%	-$21.5K	﹤0.01%	3350
2019 Q3	$74K	Buy	1,393 +273	+24%	+$14.4K	﹤0.01%	3116
2019 Q2	$62K	Sell	1,120 -5,884	-84%	-$320K	﹤0.01%	3221
2019 Q1	$359K	Buy	7,004 +93	+1%	+$5K	﹤0.01%	1834
2018 Q4	$317K	Sell	6,911 -342	-5%	-$19.4K	﹤0.01%	1741
2018 Q3	$480K	Buy	7,253 +6,634	+1,072%	+$453K	﹤0.01%	1506
2018 Q2	$41K	Buy	619 +67	+12%	+$4.89K	﹤0.01%	3266
2018 Q1	$39K	Sell	552 -25	-4%	-$1.8K	﹤0.01%	3274
2017 Q4	$39K	Buy	577 +114	+25%	+$7.37K	﹤0.01%	3271
2017 Q3	$28K	Buy	463 +193	+71%	+$11.2K	﹤0.01%	3375
2017 Q2	$16K	Hold	270	–	–	﹤0.01%	3664
2017 Q1	$17K	Buy	+270	New	+$17K	﹤0.01%	3480

Other funds holding IBTX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's IBTX Position: Q4 2019 in Review

Advisor Group reduced its Independent Bank Group, Inc. (IBTX) stake by 28% in Q4 2019, selling an estimated $21.5K and leaving 1,005 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #3350.

Advisor Group first reported a position in IBTX in Q1 2017 and has held it in 12 quarters since. The position peaked at $480K in Q3 2018. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

Advisor Group held 1,005 shares of Independent Bank Group, Inc. worth $56K as of Q4 2019.
Advisor Group sold 388 Independent Bank Group, Inc. shares in Q4 2019, an estimated $21.5K.
Independent Bank Group, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3350 holding.
Advisor Group first reported a position in Independent Bank Group, Inc. in Q1 2017 and has held it in 12 quarters since.
Advisor Group's Independent Bank Group, Inc. position peaked at $480K in Q3 2018.
197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.