Avantax Advisory Services
IBTX icon

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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.