CWP
IBTX

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

CFM Wealth 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
2020
Q2 		– Sell
-1,000
Closed -$24K – 565
2020
Q1 		$24K Hold
1,000
– – 0.01% 348
2019
Q4 		$54K Buy
+1,000
New +$55.5K 0.02% 275

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
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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CFM Wealth Partners's IBTX Position: Q2 2020 in Review

CFM Wealth Partners sold out of Independent Bank Group, Inc. (IBTX) in Q2 2020, closing a stake of 1,000 shares — an estimated $24K sold.

CFM Wealth Partners first reported a position in IBTX in Q4 2019 and held it in 2 quarters. The position peaked at $54K in Q4 2019. 155 funds tracked by Wall St. Rank hold IBTX as of Q2 2020.

  • CFM Wealth Partners reported no remaining Independent Bank Group, Inc. position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,000 Independent Bank Group, Inc. shares in Q2 2020, an estimated $24K.
  • CFM Wealth Partners first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 2 quarters.
  • CFM Wealth Partners's Independent Bank Group, Inc. position peaked at $54K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.