ACM
IBTX

Aquatic Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Aquatic Capital Management’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
Q2 		– Sell
-2,000
Closed -$91.3K – 1679
2024
Q1 		$91.3K Sell
2,000
-900
-31% -$42K ﹤0.01% 932
2023
Q4 		$148K Buy
+2,900
New +$118K ﹤0.01% 920
2022
Q4 		– Sell
-4,600
Closed -$282K – 1948
2022
Q3 		$282K Buy
+4,600
New +$317K 0.03% 538
2022
Q2 		– Sell
-500
Closed -$36K – 1715
2022
Q1 		$36K Buy
+500
New +$38K 0.05% 355

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aquatic Capital Management's IBTX Position: Q2 2024 in Review

Aquatic Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 2,000 shares — an estimated $91.3K sold.

Aquatic Capital Management first reported a position in IBTX in Q1 2022 and held it in 4 quarters. The position peaked at $282K in Q3 2022. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

  • Aquatic Capital Management reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Aquatic Capital Management sold 2,000 Independent Bank Group, Inc. shares in Q2 2024, an estimated $91.3K.
  • Aquatic Capital Management first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 4 quarters.
  • Aquatic Capital Management's Independent Bank Group, Inc. position peaked at $282K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on Aquatic Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.