DI
IBTX

Disciplined Investments’s Independent Bank Group, Inc. IBTX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-7
Closed -$242 – 1691
2023
Q2 		$242 Buy
7
+1
+17% +$37 ﹤0.01% 1458
2023
Q1 		$278 Sell
6
-1
-14% -$57 ﹤0.01% 1418
2022
Q4 		$421 Sell
7
-2
-22% -$127 ﹤0.01% 1244
2022
Q3 		$1K Sell
9
-2
-18% -$138 ﹤0.01% 1186
2022
Q2 		$1K Buy
11
+2
+22% +$140 ﹤0.01% 1217
2022
Q1 		$1K Buy
+9
New +$685 ﹤0.01% 1303

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Disciplined Investments's IBTX Position: Q3 2023 in Review

Disciplined Investments sold out of Independent Bank Group, Inc. (IBTX) in Q3 2023, closing a stake of 7 shares — an estimated $242 sold.

Disciplined Investments first reported a position in IBTX in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 184 funds tracked by Wall St. Rank hold IBTX as of Q3 2023.

  • Disciplined Investments reported no remaining Independent Bank Group, Inc. position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Independent Bank Group, Inc. shares in Q3 2023, an estimated $242.
  • Disciplined Investments first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Independent Bank Group, Inc. position peaked at $1K in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.