BAM
IBTX

Belpointe Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-370
Closed -$17.1K – 3708
2023
Q1 		$17.1K Buy
+370
New +$21K ﹤0.01% 2394

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Belpointe Asset Management's IBTX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 370 shares — an estimated $17.1K sold.

Belpointe Asset Management first reported a position in IBTX in Q1 2023 and held it in 1 quarter. The position peaked at $17.1K in Q1 2023. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 370 Independent Bank Group, Inc. shares in Q2 2023, an estimated $17.1K.
  • Belpointe Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Independent Bank Group, Inc. position peaked at $17.1K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.