Avalon Investment & Advisory’s Independent Bank Group, Inc. IBTX Stock Holding History

Avalon Investment & Advisory’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 Q1	$314K	Hold	6,772	–	–	0.01%	281
2022 Q4	$407K	Hold	6,772	–	–	0.01%	266
2022 Q3	$416K	Hold	6,772	–	–	0.01%	242
2022 Q2	$460K	Hold	6,772	–	–	0.01%	242
2022 Q1	$482K	Hold	6,772	–	–	0.01%	244
2021 Q4	$489K	Hold	6,772	–	–	0.01%	251
2021 Q3	$481K	Hold	6,772	–	–	0.01%	281
2021 Q2	$501K	Hold	6,772	–	–	0.01%	281
2021 Q1	$489K	Hold	6,772	–	–	0.01%	284
2020 Q4	$423K	Hold	6,772	–	–	0.01%	302
2020 Q3	$299K	Hold	6,772	–	–	0.01%	296
2020 Q2	$274K	Buy	+6,772	New	+$219K	0.01%	274
2020 Q1	–	Sell	-6,772	Closed	-$375K	–	372
2019 Q4	$375K	Buy	+6,772	New	+$376K	0.01%	278

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avalon Investment & Advisory's IBTX Position: Q1 2023 in Review

Avalon Investment & Advisory held its Independent Bank Group, Inc. (IBTX) position steady in Q1 2023 at 6,772 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #281.

Avalon Investment & Advisory first reported a position in IBTX in Q4 2019 and has held it in 13 quarters since. The position peaked at $501K in Q2 2021. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

Avalon Investment & Advisory held 6,772 shares of Independent Bank Group, Inc. worth $314K as of Q1 2023.
Avalon Investment & Advisory left its Independent Bank Group, Inc. share count unchanged in Q1 2023.
Independent Bank Group, Inc. made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #281 holding.
Avalon Investment & Advisory first reported a position in Independent Bank Group, Inc. in Q4 2019 and has held it in 13 quarters since.
Avalon Investment & Advisory's Independent Bank Group, Inc. position peaked at $501K in Q2 2021.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.