FG
IBTX

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

Formula Growth’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
2020
Q2 		– Sell
-193,000
Closed -$4.57M – 179
2020
Q1 		$4.57M Buy
+193,000
New +$8.86M 0.88% 31

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
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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Formula Growth's IBTX Position: Q2 2020 in Review

Formula Growth sold out of Independent Bank Group, Inc. (IBTX) in Q2 2020, closing a stake of 193,000 shares — an estimated $4.57M sold.

Formula Growth first reported a position in IBTX in Q1 2020 and held it in 1 quarter. The position peaked at $4.57M in Q1 2020. 155 funds tracked by Wall St. Rank hold IBTX as of Q2 2020.

  • Formula Growth reported no remaining Independent Bank Group, Inc. position as of Q2 2020 after selling out during the quarter.
  • Formula Growth sold 193,000 Independent Bank Group, Inc. shares in Q2 2020, an estimated $4.57M.
  • Formula Growth first reported a position in Independent Bank Group, Inc. in Q1 2020 and held it in 1 quarter.
  • Formula Growth's Independent Bank Group, Inc. position peaked at $4.57M in Q1 2020.
  • 155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2020.

Based on Formula Growth's 13F filing for Q2 2020, filed 13 Aug 2020.