CIM
IBTX

Contravisory Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Contravisory Investment Management’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
-67
Closed -$4.03K – 366
2022
Q4 		$4.03K Hold
67
– – ﹤0.01% 300
2022
Q3 		$4K Hold
67
– – ﹤0.01% 301
2022
Q2 		$5K Buy
+67
New +$4.68K ﹤0.01% 295

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Contravisory Investment Management's IBTX Position: Q1 2023 in Review

Contravisory Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2023, closing a stake of 67 shares — an estimated $4.03K sold.

Contravisory Investment Management first reported a position in IBTX in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

  • Contravisory Investment Management reported no remaining Independent Bank Group, Inc. position as of Q1 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 67 Independent Bank Group, Inc. shares in Q1 2023, an estimated $4.03K.
  • Contravisory Investment Management first reported a position in Independent Bank Group, Inc. in Q2 2022 and held it in 3 quarters.
  • Contravisory Investment Management's Independent Bank Group, Inc. position peaked at $5K in Q2 2022.
  • 189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Contravisory Investment Management's 13F filing for Q1 2023, filed 12 Apr 2023.