Harbor Investment Advisory’s Independent Bank Group, Inc. IBTX Stock Holding History

Harbor Investment Advisory’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 Q3	–	Sell	-704	Closed	-$24.3K	–	1386
2023 Q2	$24.3K	Hold	704	–	–	﹤0.01%	866
2023 Q1	$32.6K	Hold	704	–	–	﹤0.01%	809
2022 Q4	$42.3K	Hold	704	–	–	0.01%	734
2022 Q3	$43K	Hold	704	–	–	0.01%	739
2022 Q2	$48K	Hold	704	–	–	0.01%	715
2022 Q1	$50K	Hold	704	–	–	0.01%	753
2021 Q4	$51K	Hold	704	–	–	0.01%	747
2021 Q3	$50K	Hold	704	–	–	0.01%	746
2021 Q2	$52K	Hold	704	–	–	0.01%	699
2021 Q1	$51K	Hold	704	–	–	0.01%	684
2020 Q4	$44K	Buy	704 +227	+48%	+$12.6K	0.01%	663
2020 Q3	$21K	Buy	477 +238	+100%	+$10.5K	﹤0.01%	732
2020 Q2	$10K	Sell	239 -122	-34%	-$3.95K	﹤0.01%	796
2020 Q1	$9K	Buy	+361	New	+$16.6K	﹤0.01%	779

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Harbor Investment Advisory's IBTX Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Independent Bank Group, Inc. (IBTX) in Q3 2023, closing a stake of 704 shares — an estimated $24.3K sold.

Harbor Investment Advisory first reported a position in IBTX in Q1 2020 and held it in 14 quarters. The position peaked at $52K in Q2 2021. 184 funds tracked by Wall St. Rank hold IBTX as of Q3 2023.

Harbor Investment Advisory reported no remaining Independent Bank Group, Inc. position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 704 Independent Bank Group, Inc. shares in Q3 2023, an estimated $24.3K.
Harbor Investment Advisory first reported a position in Independent Bank Group, Inc. in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Independent Bank Group, Inc. position peaked at $52K in Q2 2021.
184 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.