CFM
IBTX

Catalyst Funds Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-1,800
Closed -$104K – 1368
2024
Q3 		$104K Buy
+1,800
New +$98.3K 0.02% 488

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catalyst Funds Management's IBTX Position: Q4 2024 in Review

Catalyst Funds Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 1,800 shares — an estimated $104K sold.

Catalyst Funds Management first reported a position in IBTX in Q3 2024 and held it in 1 quarter. The position peaked at $104K in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Catalyst Funds Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,800 Independent Bank Group, Inc. shares in Q4 2024, an estimated $104K.
  • Catalyst Funds Management first reported a position in Independent Bank Group, Inc. in Q3 2024 and held it in 1 quarter.
  • Catalyst Funds Management's Independent Bank Group, Inc. position peaked at $104K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.