Aviva’s Independent Bank Group, Inc. IBTX Stock Holding History

Aviva’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
2022 Q3	–	Sell	-31,266	Closed	-$2.12M	–	1091
2022 Q2	$2.12M	Sell	31,266 -15,295	-33%	-$1.07M	0.01%	771
2022 Q1	$3.31M	Hold	46,561	–	–	0.02%	685
2021 Q4	$3.36M	Sell	46,561 -4,516	-9%	-$327K	0.01%	676
2021 Q3	$3.63M	Hold	51,077	–	–	0.02%	663
2021 Q2	$3.78M	Hold	51,077	–	–	0.02%	662
2021 Q1	$3.69M	Hold	51,077	–	–	0.02%	601
2020 Q4	$3.19M	Hold	51,077	–	–	0.02%	582
2020 Q3	$2.26M	Hold	51,077	–	–	0.01%	721
2020 Q2	$2.07M	Buy	51,077 +9,039	+22%	+$293K	0.01%	756
2020 Q1	$995K	Buy	42,038 +17,043	+68%	+$783K	0.01%	846
2019 Q4	$1.39M	Buy	+24,995	New	+$1.39M	0.01%	865

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Aviva's IBTX Position: Q3 2022 in Review

Aviva sold out of Independent Bank Group, Inc. (IBTX) in Q3 2022, closing a stake of 31,266 shares — an estimated $2.12M sold.

Aviva first reported a position in IBTX in Q4 2019 and held it in 11 quarters. The position peaked at $3.78M in Q2 2021. 200 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

Aviva reported no remaining Independent Bank Group, Inc. position as of Q3 2022 after selling out during the quarter.
Aviva sold 31,266 Independent Bank Group, Inc. shares in Q3 2022, an estimated $2.12M.
Aviva first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 11 quarters.
Aviva's Independent Bank Group, Inc. position peaked at $3.78M in Q2 2021.
200 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Aviva's 13F filing for Q3 2022, filed 14 Nov 2022.