Global Retirement Partners
IBTX icon

Global Retirement Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-400
Closed -$19.8K – 3516
2023
Q4 		$19.8K Buy
+400
New +$16.2K ﹤0.01% 1761
2022
Q4 		– Sell
-42
Closed -$3K – 3127
2022
Q3 		$3K Buy
42
+11
+35% +$759 ﹤0.01% 2186
2022
Q2 		$2K Buy
31
+1
+3% +$70 ﹤0.01% 2320
2022
Q1 		$2K Buy
+30
New +$2.28K ﹤0.01% 2285

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Retirement Partners's IBTX Position: Q1 2024 in Review

Global Retirement Partners sold out of Independent Bank Group, Inc. (IBTX) in Q1 2024, closing a stake of 400 shares — an estimated $19.8K sold.

Global Retirement Partners first reported a position in IBTX in Q1 2022 and held it in 4 quarters. The position peaked at $19.8K in Q4 2023. 212 funds tracked by Wall St. Rank hold IBTX as of Q1 2024.

  • Global Retirement Partners reported no remaining Independent Bank Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 400 Independent Bank Group, Inc. shares in Q1 2024, an estimated $19.8K.
  • Global Retirement Partners first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 4 quarters.
  • Global Retirement Partners's Independent Bank Group, Inc. position peaked at $19.8K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.