AF
IBTX

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

Allworth 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
Q4 		– Sell
-32
Closed -$1.85K – 4098
2024
Q3 		$1.85K Hold
32
– – ﹤0.01% 2999
2024
Q2 		$1.73K Hold
32
– – ﹤0.01% 2984
2024
Q1 		$1.46K Hold
32
– – ﹤0.01% 2944
2023
Q4 		$1.63K Hold
32
– – ﹤0.01% 2764
2023
Q3 		$1.27K Buy
+32
New +$1.31K ﹤0.01% 2748
2022
Q4 		– Sell
-2
Closed – – 3297
2022
Q3 		$0 Buy
+2
New +$138 ﹤0.01% 3285

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allworth Financial's IBTX Position: Q4 2024 in Review

Allworth Financial sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 32 shares — an estimated $1.85K sold.

Allworth Financial first reported a position in IBTX in Q3 2022 and held it in 6 quarters. The position peaked at $1.85K in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Allworth Financial reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Allworth Financial sold 32 Independent Bank Group, Inc. shares in Q4 2024, an estimated $1.85K.
  • Allworth Financial first reported a position in Independent Bank Group, Inc. in Q3 2022 and held it in 6 quarters.
  • Allworth Financial's Independent Bank Group, Inc. position peaked at $1.85K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.