Crossmark Global Holdings’s Independent Bank Group, Inc. IBTX Stock Holding History

Crossmark Global Holdings’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 Q3	–	Sell	-2,980	Closed	-$202K	–	1303
2022 Q2	$202K	Sell	2,980 -290	-9%	-$20.2K	0.01%	1217
2022 Q1	$232K	Buy	3,270 +90	+3%	+$6.85K	0.01%	1242
2021 Q4	$229K	Sell	3,180 -380	-11%	-$27.5K	0.01%	1285
2021 Q3	$253K	Sell	3,560 -50	-1%	-$3.48K	0.01%	1246
2021 Q2	$267K	Sell	3,610 -200	-5%	-$15.2K	0.01%	1244
2021 Q1	$275K	Buy	3,810 +140	+4%	+$9.82K	0.01%	1217
2020 Q4	$229K	Buy	+3,670	New	+$203K	0.01%	1247

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

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

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

Crossmark Global Holdings's IBTX Position: Q3 2022 in Review

Crossmark Global Holdings sold out of Independent Bank Group, Inc. (IBTX) in Q3 2022, closing a stake of 2,980 shares — an estimated $202K sold.

Crossmark Global Holdings first reported a position in IBTX in Q4 2020 and held it in 7 quarters. The position peaked at $275K in Q1 2021. 200 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

Crossmark Global Holdings reported no remaining Independent Bank Group, Inc. position as of Q3 2022 after selling out during the quarter.
Crossmark Global Holdings sold 2,980 Independent Bank Group, Inc. shares in Q3 2022, an estimated $202K.
Crossmark Global Holdings first reported a position in Independent Bank Group, Inc. in Q4 2020 and held it in 7 quarters.
Crossmark Global Holdings's Independent Bank Group, Inc. position peaked at $275K in Q1 2021.
200 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Crossmark Global Holdings's 13F filing for Q3 2022, filed 1 Nov 2022.