BMSSC
IBTX

B. Metzler seel. Sohn & Co’s Independent Bank Group, Inc. IBTX Stock Holding History

B. Metzler seel. Sohn & Co’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
Q4 		– Sell
-28,658
Closed -$1.76M – 770
2022
Q3 		$1.76M Buy
28,658
+468
+2% +$32.3K 0.03% 316
2022
Q2 		$1.91M Hold
28,190
– – 0.03% 313
2022
Q1 		$2.01M Buy
+28,190
New +$2.14M 0.03% 336

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Metzler seel. Sohn & Co's IBTX Position: Q4 2022 in Review

B. Metzler seel. Sohn & Co sold out of Independent Bank Group, Inc. (IBTX) in Q4 2022, closing a stake of 28,658 shares — an estimated $1.76M sold.

B. Metzler seel. Sohn & Co first reported a position in IBTX in Q1 2022 and held it in 3 quarters. The position peaked at $2.01M in Q1 2022. 182 funds tracked by Wall St. Rank hold IBTX as of Q4 2022.

  • B. Metzler seel. Sohn & Co reported no remaining Independent Bank Group, Inc. position as of Q4 2022 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 28,658 Independent Bank Group, Inc. shares in Q4 2022, an estimated $1.76M.
  • B. Metzler seel. Sohn & Co first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 3 quarters.
  • B. Metzler seel. Sohn & Co's Independent Bank Group, Inc. position peaked at $2.01M in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2022.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2022, filed 13 Feb 2023.