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

CIBC 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
2024 Q4	–	Sell	-3,546	Closed	-$204K	–	1312
2024 Q3	$204K	Buy	+3,546	New	+$194K	﹤0.01%	1104
2023 Q1	–	Sell	-4,226	Closed	-$254K	–	1158
2022 Q4	$254K	Sell	4,226 -249	-6%	-$15.8K	﹤0.01%	859
2022 Q3	$275K	Hold	4,475	–	–	﹤0.01%	924
2022 Q2	$304K	Sell	4,475 -123	-3%	-$8.59K	﹤0.01%	879
2022 Q1	$327K	Hold	4,598	–	–	﹤0.01%	1012
2021 Q4	$332K	Buy	4,598 +80	+2%	+$5.79K	﹤0.01%	1016
2021 Q3	$321K	Buy	4,518 +113	+3%	+$7.87K	﹤0.01%	981
2021 Q2	$326K	Hold	4,405	–	–	﹤0.01%	952
2021 Q1	$318K	Sell	4,405 -785	-15%	-$55.1K	﹤0.01%	941
2020 Q4	$324K	Buy	+5,190	New	+$287K	﹤0.01%	865

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Asset Management's IBTX Position: Q4 2024 in Review

CIBC Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 3,546 shares — an estimated $204K sold.

CIBC Asset Management first reported a position in IBTX in Q4 2020 and held it in 10 quarters. The position peaked at $332K in Q4 2021. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

CIBC Asset Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
CIBC Asset Management sold 3,546 Independent Bank Group, Inc. shares in Q4 2024, an estimated $204K.
CIBC Asset Management first reported a position in Independent Bank Group, Inc. in Q4 2020 and held it in 10 quarters.
CIBC Asset Management's Independent Bank Group, Inc. position peaked at $332K in Q4 2021.
187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on CIBC Asset Management's 13F filing for Q4 2024, filed 31 Jan 2025.