HR
IBTX

Howe & Rusling’s Independent Bank Group, Inc. IBTX Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-52
Closed -$3K – 1140
2022
Q3 		$3K Hold
52
– – ﹤0.01% 832
2022
Q2 		$4K Sell
52
-6
-10% -$419 ﹤0.01% 748
2022
Q1 		$4K Sell
58
-11
-16% -$837 ﹤0.01% 754
2021
Q4 		$5K Hold
69
– – ﹤0.01% 701
2021
Q3 		$5K Hold
69
– – ﹤0.01% 674
2021
Q2 		$5K Hold
69
– – ﹤0.01% 655
2021
Q1 		$5K Sell
69
-17
-20% -$1.19K ﹤0.01% 653
2020
Q4 		$5K Sell
86
-19
-18% -$1.05K ﹤0.01% 647
2020
Q3 		$5K Hold
105
– – ﹤0.01% 576
2020
Q2 		$4K Buy
+105
New +$3.4K ﹤0.01% 592

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Howe & Rusling's IBTX Position: Q4 2022 in Review

Howe & Rusling sold out of Independent Bank Group, Inc. (IBTX) in Q4 2022, closing a stake of 52 shares — an estimated $3K sold.

Howe & Rusling first reported a position in IBTX in Q2 2020 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 182 funds tracked by Wall St. Rank hold IBTX as of Q4 2022.

  • Howe & Rusling reported no remaining Independent Bank Group, Inc. position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 52 Independent Bank Group, Inc. shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 10 quarters.
  • Howe & Rusling's Independent Bank Group, Inc. position peaked at $5K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.