Fieldpoint Private Securities’s Independent Bank Group, Inc. IBTX Stock Holding History

Fieldpoint Private Securities’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	$0	Hold	5	–	–	﹤0.01%	1786
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1782
2021 Q4	$0	Sell	5 -10	-67%	-$723	﹤0.01%	1776
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1635
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	1543
2021 Q1	$1K	Buy	+15	New	+$1.05K	﹤0.01%	1557

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

Fieldpoint Private Securities's IBTX Position: Q2 2022 in Review

Fieldpoint Private Securities held its Independent Bank Group, Inc. (IBTX) position steady in Q2 2022 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Fieldpoint Private Securities first reported a position in IBTX in Q1 2021 and has held it in 6 quarters since. The position peaked at $1K in Q3 2021. 189 funds tracked by Wall St. Rank hold IBTX as of Q2 2022.

Fieldpoint Private Securities held 5 shares of Independent Bank Group, Inc. worth $0 as of Q2 2022.
Fieldpoint Private Securities left its Independent Bank Group, Inc. share count unchanged in Q2 2022.
Independent Bank Group, Inc. made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1786 holding.
Fieldpoint Private Securities first reported a position in Independent Bank Group, Inc. in Q1 2021 and has held it in 6 quarters since.
Fieldpoint Private Securities's Independent Bank Group, Inc. position peaked at $1K in Q3 2021.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.