AWM
IBTX

Avior Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-11,386
Closed -$520K – 3920
2024
Q1 		$520K Buy
+11,386
New +$531K 0.02% 440

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Avior Wealth Management's IBTX Position: Q2 2024 in Review

Avior Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 11,386 shares — an estimated $520K sold.

Avior Wealth Management first reported a position in IBTX in Q1 2024 and held it in 1 quarter. The position peaked at $520K in Q1 2024. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

  • Avior Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11,386 Independent Bank Group, Inc. shares in Q2 2024, an estimated $520K.
  • Avior Wealth Management first reported a position in Independent Bank Group, Inc. in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Independent Bank Group, Inc. position peaked at $520K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.