AG
IBTX

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

Aperio 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
2020
Q4 		$1.61M Sell
25,821
-77
-0.3% -$4.26K ﹤0.01% 1333
2020
Q3 		$1.14M Buy
25,898
+164
+0.6% +$7.25K ﹤0.01% 1373
2020
Q2 		$1.04M Buy
25,734
+13,747
+115% +$445K ﹤0.01% 1392
2020
Q1 		$284K Buy
11,987
+5,723
+91% +$263K ﹤0.01% 1937
2019
Q4 		$347K Buy
6,264
+400
+7% +$22.2K ﹤0.01% 1995
2019
Q3 		$309K Sell
5,864
-1,143
-16% -$60.4K ﹤0.01% 2005
2019
Q2 		$385K Buy
7,007
+374
+6% +$20.3K ﹤0.01% 1915
2019
Q1 		$340K Buy
6,633
+1,499
+29% +$80.6K ﹤0.01% 1952
2018
Q4 		$235K Buy
+5,134
New +$292K ﹤0.01% 2066
2018
Q3 		– Sell
-3,069
Closed -$205K – 2331
2018
Q2 		$205K Sell
3,069
-810
-21% -$59.1K ﹤0.01% 2162
2018
Q1 		$274K Sell
3,879
-1,788
-32% -$129K ﹤0.01% 1996
2017
Q4 		$383K Buy
+5,667
New +$366K ﹤0.01% 1832
2017
Q2 		– Sell
-3,147
Closed -$202K – 2263
2017
Q1 		$202K Buy
+3,147
New +$198K ﹤0.01% 2036

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aperio Group's IBTX Position: Q4 2020 in Review

Aperio Group reduced its Independent Bank Group, Inc. (IBTX) stake by 0.3% in Q4 2020, selling an estimated $4.26K and leaving 25,821 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Aperio Group first reported a position in IBTX in Q1 2017 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold IBTX as of Q4 2020.

  • Aperio Group held 25,821 shares of Independent Bank Group, Inc. worth $1.61M as of Q4 2020.
  • Aperio Group sold 77 Independent Bank Group, Inc. shares in Q4 2020, an estimated $4.26K.
  • Independent Bank Group, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1333 holding.
  • Aperio Group first reported a position in Independent Bank Group, Inc. in Q1 2017 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.