CA
IBTX

Claris Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Claris Advisors’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
Closed -$173 – 1237
2024
Q3 		$173 Buy
+3
New +$164 ﹤0.01% 1005

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

Claris Advisors's IBTX Position: Q4 2024 in Review

Claris Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 3 shares — an estimated $173 sold.

Claris Advisors first reported a position in IBTX in Q3 2024 and held it in 1 quarter. The position peaked at $173 in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Claris Advisors reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 3 Independent Bank Group, Inc. shares in Q4 2024, an estimated $173.
  • Claris Advisors first reported a position in Independent Bank Group, Inc. in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Independent Bank Group, Inc. position peaked at $173 in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.