Meridian Wealth Management
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Meridian Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Meridian Wealth Management’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
-3,100
Closed -$211K – 579
2022
Q2 		$211K Buy
+3,100
New +$216K 0.02% 508

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meridian Wealth Management's IBTX Position: Q3 2022 in Review

Meridian Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2022, closing a stake of 3,100 shares — an estimated $211K sold.

Meridian Wealth Management first reported a position in IBTX in Q2 2022 and held it in 1 quarter. The position peaked at $211K in Q2 2022. 199 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

  • Meridian Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 3,100 Independent Bank Group, Inc. shares in Q3 2022, an estimated $211K.
  • Meridian Wealth Management first reported a position in Independent Bank Group, Inc. in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's Independent Bank Group, Inc. position peaked at $211K in Q2 2022.
  • 199 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.