FinTrust Capital Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

FinTrust Capital Advisors’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
2024 Q2	–	Sell	-23	Closed	-$1.05K	–	1428
2024 Q1	$1.05K	Hold	23	–	–	﹤0.01%	1166
2023 Q4	$1.17K	Hold	23	–	–	﹤0.01%	1125
2023 Q3	$910	Sell	23 -6	-21%	-$245	﹤0.01%	1126
2023 Q2	$1.74K	Hold	29	–	–	﹤0.01%	1041
2023 Q1	$1.74K	Hold	29	–	–	﹤0.01%	1033
2022 Q4	$1.74K	Sell	29 -101	-78%	-$6.42K	﹤0.01%	1030
2022 Q3	$9K	Hold	130	–	–	﹤0.01%	912
2022 Q2	$9K	Sell	130 -6	-4%	-$419	﹤0.01%	934
2022 Q1	$9K	Sell	136 -84	-38%	-$6.39K	﹤0.01%	984
2021 Q4	$16K	Hold	220	–	–	﹤0.01%	815
2021 Q3	$16K	Hold	220	–	–	﹤0.01%	801
2021 Q2	$16K	Sell	220 -10	-4%	-$758	﹤0.01%	819
2021 Q1	$17K	Hold	230	–	–	﹤0.01%	764
2020 Q4	$14K	Buy	230 +8	+4%	+$443	﹤0.01%	768
2020 Q3	$10	Buy	222 +185	+500%	+$8.18K	﹤0.01%	827
2020 Q2	$1K	Sell	37 -83	-69%	-$2.69K	﹤0.01%	1048
2020 Q1	$3K	Hold	120	–	–	﹤0.01%	983
2019 Q4	$7K	Hold	120	–	–	﹤0.01%	812
2019 Q3	$6K	Buy	120 +12	+11%	+$634	﹤0.01%	862
2019 Q2	$6K	Hold	108	–	–	﹤0.01%	822
2019 Q1	$6K	Buy	108 +83	+332%	+$4.46K	﹤0.01%	914
2018 Q4	$1K	Buy	+25	New	+$1.42K	﹤0.01%	1272

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FinTrust Capital Advisors's IBTX Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 23 shares — an estimated $1.05K sold.

FinTrust Capital Advisors first reported a position in IBTX in Q4 2018 and held it in 22 quarters. The position peaked at $17K in Q1 2021. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

FinTrust Capital Advisors reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 23 Independent Bank Group, Inc. shares in Q2 2024, an estimated $1.05K.
FinTrust Capital Advisors first reported a position in Independent Bank Group, Inc. in Q4 2018 and held it in 22 quarters.
FinTrust Capital Advisors's Independent Bank Group, Inc. position peaked at $17K in Q1 2021.
194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.