FGAM
IBTX

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's IBTX Position: Q4 2019 in Review

Financial Gravity Asset Management held its Independent Bank Group, Inc. (IBTX) position steady in Q4 2019 at 6 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #598.

Financial Gravity Asset Management first reported a position in IBTX in Q1 2018 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

  • Financial Gravity Asset Management held 6 shares of Independent Bank Group, Inc. worth $55K as of Q4 2019.
  • Financial Gravity Asset Management left its Independent Bank Group, Inc. share count unchanged in Q4 2019.
  • Independent Bank Group, Inc. made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #598 holding.
  • Financial Gravity Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2018 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.