CA
IBTX

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

Continental 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
Q3 		– Sell
-17,785
Closed -$810K – 44
2024
Q2 		$810K Hold
17,785
– – 0.36% 37
2024
Q1 		$812K Hold
17,785
– – 0.33% 39
2023
Q4 		$905K Sell
17,785
-7,133
-29% -$289K 0.35% 43
2023
Q3 		$986K Sell
24,918
-6,500
-21% -$265K 0.53% 39
2023
Q2 		$1.08M Buy
+31,418
New +$1.17M 0.49% 40
2013
Q3 		– Sell
-9,197
Closed -$280K – 143
2013
Q2 		$280K Buy
+9,197
New +$267K 0.08% 112

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Continental Advisors's IBTX Position: Q3 2024 in Review

Continental Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q3 2024, closing a stake of 17,785 shares — an estimated $810K sold.

Continental Advisors first reported a position in IBTX in Q2 2013 and held it in 6 quarters. The position peaked at $1.08M in Q2 2023. 208 funds tracked by Wall St. Rank hold IBTX as of Q3 2024.

  • Continental Advisors reported no remaining Independent Bank Group, Inc. position as of Q3 2024 after selling out during the quarter.
  • Continental Advisors sold 17,785 Independent Bank Group, Inc. shares in Q3 2024, an estimated $810K.
  • Continental Advisors first reported a position in Independent Bank Group, Inc. in Q2 2013 and held it in 6 quarters.
  • Continental Advisors's Independent Bank Group, Inc. position peaked at $1.08M in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2024.

Based on Continental Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.