Kula Investments’s Independent Bank Group, Inc. IBTX Stock Holding History

Kula Investments’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 Q1	$874K	Buy	+18,851	New	+$1.07M	0.22%	164

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Kula Investments's IBTX Position: Q1 2023 in Review

Kula Investments opened a new position in Independent Bank Group, Inc. (IBTX) in Q1 2023: 18,851 shares worth $874K. The stake represents 0.22% of the portfolio and ranks #164 among its holdings.

189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

Kula Investments held 18,851 shares of Independent Bank Group, Inc. worth $874K as of Q1 2023.
Independent Bank Group, Inc. was a new Kula Investments position in Q1 2023.
Independent Bank Group, Inc. made up 0.22% of Kula Investments's portfolio in Q1 2023, its #164 holding.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.