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

ALPS Advisors’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
2022 Q1	–	Sell	-5,637	Closed	-$407K	–	1040
2021 Q4	$407K	Buy	5,637 +74	+1%	+$5.35K	﹤0.01%	640
2021 Q3	$395K	Buy	5,563 +1,165	+26%	+$81.1K	﹤0.01%	568
2021 Q2	$325K	Hold	4,398	–	–	﹤0.01%	782
2021 Q1	$318K	Sell	4,398 -1,297	-23%	-$91K	﹤0.01%	787
2020 Q4	$356K	Sell	5,695 -173	-3%	-$9.57K	﹤0.01%	598
2020 Q3	$259K	Buy	+5,868	New	+$260K	﹤0.01%	719
2018 Q3	–	Sell	-6,267	Closed	-$419K	–	1134
2018 Q2	$419K	Sell	6,267 -296	-5%	-$21.6K	﹤0.01%	738
2018 Q1	$464K	Sell	6,563 -1,791	-21%	-$129K	﹤0.01%	638
2017 Q4	$565K	Hold	8,354	–	–	﹤0.01%	440
2017 Q3	$504K	Buy	8,354 +795	+11%	+$46.2K	﹤0.01%	499
2017 Q2	$450K	Buy	7,559 +20	+0.3%	+$1.19K	﹤0.01%	609
2017 Q1	$485K	Sell	7,539 -2,046	-21%	-$129K	﹤0.01%	502
2016 Q4	$598K	Buy	9,585 +91	+1%	+$4.92K	﹤0.01%	275
2016 Q3	$419K	Buy	+9,494	New	+$408K	﹤0.01%	495

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

ALPS Advisors's IBTX Position: Q1 2022 in Review

ALPS Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2022, closing a stake of 5,637 shares — an estimated $407K sold.

ALPS Advisors first reported a position in IBTX in Q3 2016 and held it in 14 quarters. The position peaked at $598K in Q4 2016. 196 funds tracked by Wall St. Rank hold IBTX as of Q1 2022.

ALPS Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2022 after selling out during the quarter.
ALPS Advisors sold 5,637 Independent Bank Group, Inc. shares in Q1 2022, an estimated $407K.
ALPS Advisors first reported a position in Independent Bank Group, Inc. in Q3 2016 and held it in 14 quarters.
ALPS Advisors's Independent Bank Group, Inc. position peaked at $598K in Q4 2016.
196 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2022.

Based on ALPS Advisors's 13F filing for Q1 2022, filed 16 May 2022.