EI
IBTX

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

Ellevest Inc’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
Q2 		– Sell
-64
Closed -$2.97K – 1843
2023
Q1 		$2.97K Buy
+64
New +$3.64K ﹤0.01% 1354

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ellevest Inc's IBTX Position: Q2 2023 in Review

Ellevest Inc sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 64 shares — an estimated $2.97K sold.

Ellevest Inc first reported a position in IBTX in Q1 2023 and held it in 1 quarter. The position peaked at $2.97K in Q1 2023. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

  • Ellevest Inc reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 64 Independent Bank Group, Inc. shares in Q2 2023, an estimated $2.97K.
  • Ellevest Inc first reported a position in Independent Bank Group, Inc. in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Independent Bank Group, Inc. position peaked at $2.97K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.