Cypress Point Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Cypress Point Wealth 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
2022 Q2	–	Sell	-4,515	Closed	-$321K	–	34
2022 Q1	$321K	Hold	4,515	–	–	0.33%	27
2021 Q4	$326K	Hold	4,515	–	–	0.3%	27
2021 Q3	$321K	Hold	4,515	–	–	0.23%	25
2021 Q2	$334K	Hold	4,515	–	–	0.24%	24
2021 Q1	$326K	Hold	4,515	–	–	0.34%	20
2020 Q4	$282K	Buy	+4,515	New	+$250K	0.43%	70

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Point Wealth Management's IBTX Position: Q2 2022 in Review

Cypress Point Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2022, closing a stake of 4,515 shares — an estimated $321K sold.

Cypress Point Wealth Management first reported a position in IBTX in Q4 2020 and held it in 6 quarters. The position peaked at $334K in Q2 2021. 189 funds tracked by Wall St. Rank hold IBTX as of Q2 2022.

Cypress Point Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q2 2022 after selling out during the quarter.
Cypress Point Wealth Management sold 4,515 Independent Bank Group, Inc. shares in Q2 2022, an estimated $321K.
Cypress Point Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2020 and held it in 6 quarters.
Cypress Point Wealth Management's Independent Bank Group, Inc. position peaked at $334K in Q2 2021.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2022.

Based on Cypress Point Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.