Atria Wealth Solutions
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Atria Wealth Solutions’s Independent Bank Group, Inc. IBTX Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-26,137
Closed -$1.21M – 2023
2023
Q1 		$1.21M Sell
26,137
-517
-2% -$29.4K 0.02% 726
2022
Q4 		$1.6M Buy
26,654
+70
+0.3% +$4.45K 0.03% 591
2022
Q3 		$1.63M Buy
26,584
+57
+0.2% +$3.93K 0.03% 551
2022
Q2 		$1.8M Buy
26,527
+88
+0.3% +$6.14K 0.03% 480
2022
Q1 		$1.88M Buy
+26,439
New +$2.01M 0.03% 500

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's IBTX Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 26,137 shares — an estimated $1.21M sold.

Atria Wealth Solutions first reported a position in IBTX in Q1 2022 and held it in 5 quarters. The position peaked at $1.88M in Q1 2022. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 26,137 Independent Bank Group, Inc. shares in Q2 2023, an estimated $1.21M.
  • Atria Wealth Solutions first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Independent Bank Group, Inc. position peaked at $1.88M in Q1 2022.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.