Commonwealth Equity Services’s Independent Bank Group, Inc. IBTX Stock Holding History

Commonwealth Equity Services’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
2022 Q1	–	Sell	-13,279	Closed	-$958K	–	3855
2021 Q4	$958K	Sell	13,279 -2,063	-13%	-$149K	﹤0.01%	2021
2021 Q3	$1.09M	Sell	15,342 -5,749	-27%	-$400K	﹤0.01%	1856
2021 Q2	$1.56M	Sell	21,091 -1,006	-5%	-$76.2K	﹤0.01%	1595
2021 Q1	$1.6M	Buy	22,097 +5,724	+35%	+$401K	﹤0.01%	1476
2020 Q4	$1.02M	Sell	16,373 -309	-2%	-$17.1K	﹤0.01%	1633
2020 Q3	$737K	Sell	16,682 -1,997	-11%	-$88.3K	﹤0.01%	1687
2020 Q2	$756K	Buy	18,679 +1	+0%	+$32	﹤0.01%	1595
2020 Q1	$442K	Sell	18,678 -90	-0.5%	-$4.13K	﹤0.01%	1778
2019 Q4	$1.04M	Sell	18,768 -1,809	-9%	-$100K	﹤0.01%	1400
2019 Q3	$1.08M	Sell	20,577 -1,053	-5%	-$55.6K	﹤0.01%	1321
2019 Q2	$1.19M	Buy	21,630 +450	+2%	+$24.5K	0.01%	1245
2019 Q1	$1.09M	Buy	+21,180	New	+$1.14M	0.01%	1258

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services's IBTX Position: Q1 2022 in Review

Commonwealth Equity Services sold out of Independent Bank Group, Inc. (IBTX) in Q1 2022, closing a stake of 13,279 shares — an estimated $958K sold.

Commonwealth Equity Services first reported a position in IBTX in Q1 2019 and held it in 12 quarters. The position peaked at $1.6M in Q1 2021. 196 funds tracked by Wall St. Rank hold IBTX as of Q1 2022.

Commonwealth Equity Services reported no remaining Independent Bank Group, Inc. position as of Q1 2022 after selling out during the quarter.
Commonwealth Equity Services sold 13,279 Independent Bank Group, Inc. shares in Q1 2022, an estimated $958K.
Commonwealth Equity Services first reported a position in Independent Bank Group, Inc. in Q1 2019 and held it in 12 quarters.
Commonwealth Equity Services's Independent Bank Group, Inc. position peaked at $1.6M in Q1 2021.
196 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2022.

Based on Commonwealth Equity Services's 13F filing for Q1 2022, filed 4 May 2022.