CIBC Private Wealth Group
IBTX

CIBC Private Wealth Group’s Independent Bank Group, Inc. IBTX Stock Holding History

CIBC Private Wealth Group’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
-1,285
Closed -$74.1K – 3253
2024
Q3 		$74.1K Hold
1,285
– – ﹤0.01% 1622
2024
Q2 		$57.8K Sell
1,285
-670
-34% -$28.6K ﹤0.01% 1620
2024
Q1 		$86K Buy
+1,955
New +$91.2K ﹤0.01% 1458
2021
Q3 		– Sell
-2,707
Closed -$200K – 1066
2021
Q2 		$200K Buy
+2,707
New +$205K ﹤0.01% 997
2021
Q1 		– Sell
-3,402
Closed -$213K – 1090
2020
Q4 		$213K Buy
+3,402
New +$188K ﹤0.01% 940
2020
Q2 		– Sell
-14,440
Closed -$342K – 869
2020
Q1 		$342K Sell
14,440
-11,651
-45% -$535K ﹤0.01% 686
2019
Q4 		$1.45M Buy
26,091
+13,991
+116% +$777K ﹤0.01% 509
2019
Q3 		$637K Sell
12,100
-1,617
-12% -$85.4K ﹤0.01% 652
2019
Q2 		$754K Sell
13,717
-4,720
-26% -$257K ﹤0.01% 634
2019
Q1 		$946K Sell
18,437
-1,058
-5% -$56.9K ﹤0.01% 602
2018
Q4 		$892K Sell
19,495
-8,023
-29% -$456K ﹤0.01% 586
2018
Q3 		$1.82M Sell
27,518
-558,208
-95% -$38.1M 0.01% 532
2018
Q2 		$39.1M Buy
585,726
+76,787
+15% +$5.6M 0.16% 145
2018
Q1 		$36M Buy
508,939
+168,312
+49% +$12.1M 0.16% 153
2017
Q4 		$23M Buy
340,627
+2,573
+0.8% +$166K 0.1% 192
2017
Q3 		$20.4M Buy
+338,054
New +$19.7M 0.09% 192

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

CIBC Private Wealth Group's IBTX Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 1,285 shares — an estimated $74.1K sold.

CIBC Private Wealth Group first reported a position in IBTX in Q3 2017 and held it in 16 quarters. The position peaked at $39.1M in Q2 2018. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,285 Independent Bank Group, Inc. shares in Q4 2024, an estimated $74.1K.
  • CIBC Private Wealth Group first reported a position in Independent Bank Group, Inc. in Q3 2017 and held it in 16 quarters.
  • CIBC Private Wealth Group's Independent Bank Group, Inc. position peaked at $39.1M in Q2 2018.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.