IA
IBTX

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

Inspire 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
Q1 		– Sell
-4,190
Closed -$213K – 434
2023
Q4 		$213K Buy
+4,190
New +$170K 0.03% 286

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Inspire Advisors's IBTX Position: Q1 2024 in Review

Inspire Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2024, closing a stake of 4,190 shares — an estimated $213K sold.

Inspire Advisors first reported a position in IBTX in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 212 funds tracked by Wall St. Rank hold IBTX as of Q1 2024.

  • Inspire Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Inspire Advisors sold 4,190 Independent Bank Group, Inc. shares in Q1 2024, an estimated $213K.
  • Inspire Advisors first reported a position in Independent Bank Group, Inc. in Q4 2023 and held it in 1 quarter.
  • Inspire Advisors's Independent Bank Group, Inc. position peaked at $213K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2024.

Based on Inspire Advisors's 13F filing for Q1 2024, filed 7 May 2024.