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

Legacy 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
2022 Q3	–	Sell	-8,025	Closed	-$545K	–	246
2022 Q2	$545K	Hold	8,025	–	–	0.11%	113
2022 Q1	$571K	Hold	8,025	–	–	0.11%	114
2021 Q4	$579K	Hold	8,025	–	–	0.21%	66
2021 Q3	$570K	Hold	8,025	–	–	0.23%	65
2021 Q2	$594K	Hold	8,025	–	–	0.24%	62
2021 Q1	$580K	Hold	8,025	–	–	0.26%	59
2020 Q4	$502K	Sell	8,025 -834	-9%	-$46.2K	0.29%	60
2020 Q3	$391K	Hold	8,859	–	–	0.26%	66
2020 Q2	$359K	Hold	8,859	–	–	0.29%	62
2020 Q1	$210K	Hold	8,859	–	–	0.21%	89
2019 Q4	$491K	Hold	8,859	–	–	0.31%	65
2019 Q3	$466K	Hold	8,859	–	–	0.35%	60
2019 Q2	$487K	Sell	8,859 -8,859	-50%	-$482K	0.33%	58
2019 Q1	$908K	Buy	17,718 +10,443	+144%	+$562K	0.29%	71
2018 Q4	$333K	Hold	7,275	–	–	0.25%	83
2018 Q3	$482K	Buy	+7,275	New	+$497K	0.24%	92

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Advisors's IBTX Position: Q3 2022 in Review

Legacy Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q3 2022, closing a stake of 8,025 shares — an estimated $545K sold.

Legacy Advisors first reported a position in IBTX in Q3 2018 and held it in 16 quarters. The position peaked at $908K in Q1 2019. 200 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

Legacy Advisors reported no remaining Independent Bank Group, Inc. position as of Q3 2022 after selling out during the quarter.
Legacy Advisors sold 8,025 Independent Bank Group, Inc. shares in Q3 2022, an estimated $545K.
Legacy Advisors first reported a position in Independent Bank Group, Inc. in Q3 2018 and held it in 16 quarters.
Legacy Advisors's Independent Bank Group, Inc. position peaked at $908K in Q1 2019.
200 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Legacy Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.