Cerity Partners
IBTX

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

Cerity Partners’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
-4,120
Closed -$238K – 2651
2024
Q3 		$238K Buy
+4,120
New +$225K ﹤0.01% 2218
2023
Q2 		– Sell
-752
Closed -$2.44M – 2019
2023
Q1 		$2.44M Buy
+752
New +$42.7K 0.01% 662

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

Cerity Partners's IBTX Position: Q4 2024 in Review

Cerity Partners sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 4,120 shares — an estimated $238K sold.

Cerity Partners first reported a position in IBTX in Q1 2023 and held it in 2 quarters. The position peaked at $2.44M in Q1 2023. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Cerity Partners reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 4,120 Independent Bank Group, Inc. shares in Q4 2024, an estimated $238K.
  • Cerity Partners first reported a position in Independent Bank Group, Inc. in Q1 2023 and held it in 2 quarters.
  • Cerity Partners's Independent Bank Group, Inc. position peaked at $2.44M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.