Avantax Advisory Services’s Independent Bank Group, Inc. IBTX Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-3,612	Closed	-$226K	–	1088
2020 Q4	$226K	Buy	+3,612	New	+$200K	0.01%	836
2020 Q1	–	Sell	-3,612	Closed	-$200K	–	918
2019 Q4	$200K	Buy	+3,612	New	+$201K	﹤0.01%	782

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Avantax Advisory Services's IBTX Position: Q1 2021 in Review

Avantax Advisory Services sold out of Independent Bank Group, Inc. (IBTX) in Q1 2021, closing a stake of 3,612 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in IBTX in Q4 2019 and held it in 2 quarters. The position peaked at $226K in Q4 2020. 188 funds tracked by Wall St. Rank hold IBTX as of Q1 2021.

Avantax Advisory Services reported no remaining Independent Bank Group, Inc. position as of Q1 2021 after selling out during the quarter.
Avantax Advisory Services sold 3,612 Independent Bank Group, Inc. shares in Q1 2021, an estimated $226K.
Avantax Advisory Services first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 2 quarters.
Avantax Advisory Services's Independent Bank Group, Inc. position peaked at $226K in Q4 2020.
188 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2021.

Based on Avantax Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.