AI
IBTX

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

Atom Investors’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
-44,424
Closed -$2.56M – 665
2024
Q3 		$2.56M Sell
44,424
-99,673
-69% -$5.45M 0.27% 130
2024
Q2 		$6.56M Buy
144,097
+96,441
+202% +$4.11M 0.66% 36
2024
Q1 		$2.18M Buy
47,656
+37,493
+369% +$1.75M 0.27% 118
2023
Q4 		$517K Buy
+10,163
New +$412K 0.09% 269
2019
Q4 		– Sell
-12,551
Closed -$660K – 353
2019
Q3 		$660K Buy
12,551
+8,669
+223% +$458K 0.05% 206
2019
Q2 		$213K Buy
+3,882
New +$211K 0.01% 383

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

Atom Investors's IBTX Position: Q4 2024 in Review

Atom Investors sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 44,424 shares — an estimated $2.56M sold.

Atom Investors first reported a position in IBTX in Q2 2019 and held it in 6 quarters. The position peaked at $6.56M in Q2 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Atom Investors reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Atom Investors sold 44,424 Independent Bank Group, Inc. shares in Q4 2024, an estimated $2.56M.
  • Atom Investors first reported a position in Independent Bank Group, Inc. in Q2 2019 and held it in 6 quarters.
  • Atom Investors's Independent Bank Group, Inc. position peaked at $6.56M in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.