Financial Gravity Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Financial Gravity Asset 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
2023 Q1	–	Sell	-60	Closed	-$97	–	1772
2022 Q4	$97	Buy	+60	New	+$3.81K	﹤0.01%	1112
2020 Q2	–	Sell	-6	Closed	-$150	–	1082
2020 Q1	$150	Hold	6	–	–	﹤0.01%	807
2019 Q4	$55K	Hold	6	–	–	0.04%	598
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1721
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1861
2019 Q1	$0	Buy	+6	New	+$323	﹤0.01%	1648
2018 Q3	$3K	Buy	48 +15	+45%	+$1.02K	﹤0.01%	905
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	1073
2018 Q1	$2K	Buy	+33	New	+$2.37K	﹤0.01%	1041

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Financial Gravity Asset Management's IBTX Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2023, closing a stake of 60 shares — an estimated $97 sold.

Financial Gravity Asset Management first reported a position in IBTX in Q1 2018 and held it in 9 quarters. The position peaked at $55K in Q4 2019. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

Financial Gravity Asset Management reported no remaining Independent Bank Group, Inc. position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 60 Independent Bank Group, Inc. shares in Q1 2023, an estimated $97.
Financial Gravity Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Independent Bank Group, Inc. position peaked at $55K in Q4 2019.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.