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

Arkadios Wealth 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
2021 Q4	–	Sell	-581	Closed	-$41K	–	1962
2021 Q3	$41K	Buy	581 +283	+95%	+$19.7K	0.01%	953
2021 Q2	$22K	Hold	298	–	–	﹤0.01%	1256
2021 Q1	$21K	Hold	298	–	–	﹤0.01%	963
2020 Q4	$18K	Hold	298	–	–	﹤0.01%	790
2020 Q3	$14.4K	Hold	298	–	–	0.01%	670
2020 Q2	$11.6K	Hold	298	–	–	0.01%	656
2020 Q1	$7.06K	Hold	298	–	–	﹤0.01%	709
2019 Q4	$16.5K	Buy	+298	New	+$16.5K	0.01%	496

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Arkadios Wealth Advisors's IBTX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q4 2021, closing a stake of 581 shares — an estimated $41K sold.

Arkadios Wealth Advisors first reported a position in IBTX in Q4 2019 and held it in 8 quarters. The position peaked at $41K in Q3 2021. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 581 Independent Bank Group, Inc. shares in Q4 2021, an estimated $41K.
Arkadios Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Independent Bank Group, Inc. position peaked at $41K in Q3 2021.
187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.