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

Concord 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
2023 Q1	–	Sell	-74	Closed	-$4.45K	–	1274
2022 Q4	$4.45K	Buy	+74	New	+$4.7K	﹤0.01%	790
2022 Q3	–	Sell	-236	Closed	-$16K	–	1285
2022 Q2	$16K	Buy	236 +181	+329%	+$12.6K	﹤0.01%	600
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	995
2021 Q4	$4K	Buy	55 +28	+104%	+$2.02K	﹤0.01%	1025
2021 Q3	$2K	Buy	+27	New	+$1.88K	﹤0.01%	797

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Concord Wealth Partners's IBTX Position: Q1 2023 in Review

Concord Wealth Partners sold out of Independent Bank Group, Inc. (IBTX) in Q1 2023, closing a stake of 74 shares — an estimated $4.45K sold.

Concord Wealth Partners first reported a position in IBTX in Q3 2021 and held it in 5 quarters. The position peaked at $16K in Q2 2022. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

Concord Wealth Partners reported no remaining Independent Bank Group, Inc. position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 74 Independent Bank Group, Inc. shares in Q1 2023, an estimated $4.45K.
Concord Wealth Partners first reported a position in Independent Bank Group, Inc. in Q3 2021 and held it in 5 quarters.
Concord Wealth Partners's Independent Bank Group, Inc. position peaked at $16K in Q2 2022.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.