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

Advisory Research’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
2023 Q1	–	Sell	-13,492	Closed	-$811K	–	428
2022 Q4	$811K	Buy	13,492 +5,154	+62%	+$328K	0.08%	187
2022 Q3	$512K	Buy	8,338 +51	+0.6%	+$3.52K	0.05%	235
2022 Q2	$563K	Buy	8,287 +295	+4%	+$20.6K	0.06%	216
2022 Q1	$569K	Buy	+7,992	New	+$608K	0.05%	236

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Advisory Research's IBTX Position: Q1 2023 in Review

Advisory Research sold out of Independent Bank Group, Inc. (IBTX) in Q1 2023, closing a stake of 13,492 shares — an estimated $811K sold.

Advisory Research first reported a position in IBTX in Q1 2022 and held it in 4 quarters. The position peaked at $811K in Q4 2022. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

Advisory Research reported no remaining Independent Bank Group, Inc. position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 13,492 Independent Bank Group, Inc. shares in Q1 2023, an estimated $811K.
Advisory Research first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 4 quarters.
Advisory Research's Independent Bank Group, Inc. position peaked at $811K in Q4 2022.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.