AF
IBTX

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

Advisornet Financial’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
2024
Q3 		– Sell
-1,545
Closed -$70.3K – 2292
2024
Q2 		$70.3K Sell
1,545
-985
-39% -$42K 0.01% 726
2024
Q1 		$115K Sell
2,530
-270
-10% -$12.6K 0.01% 599
2023
Q4 		$142K Hold
2,800
– – 0.01% 539
2023
Q3 		$111K Hold
2,800
– – 0.01% 591
2023
Q2 		$96.7K Hold
2,800
– – 0.01% 660
2023
Q1 		$130K Sell
2,800
-4,602
-62% -$261K 0.01% 561
2022
Q4 		$445K Sell
7,402
-4,953
-40% -$315K 0.04% 316
2022
Q3 		$758K Buy
12,355
+981
+9% +$67.7K 0.08% 251
2022
Q2 		$772K Buy
11,374
+1,543
+16% +$108K 0.08% 248
2022
Q1 		$700K Buy
9,831
+27
+0.3% +$2.05K 0.04% 310
2021
Q4 		$707K Buy
+9,804
New +$709K 0.04% 331

Other funds holding IBTX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisornet Financial's IBTX Position: Q3 2024 in Review

Advisornet Financial sold out of Independent Bank Group, Inc. (IBTX) in Q3 2024, closing a stake of 1,545 shares — an estimated $70.3K sold.

Advisornet Financial first reported a position in IBTX in Q4 2021 and held it in 11 quarters. The position peaked at $772K in Q2 2022. 208 funds tracked by Wall St. Rank hold IBTX as of Q3 2024.

  • Advisornet Financial reported no remaining Independent Bank Group, Inc. position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 1,545 Independent Bank Group, Inc. shares in Q3 2024, an estimated $70.3K.
  • Advisornet Financial first reported a position in Independent Bank Group, Inc. in Q4 2021 and held it in 11 quarters.
  • Advisornet Financial's Independent Bank Group, Inc. position peaked at $772K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.