MWM
IBTX

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

Modera 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
Q1 		– Sell
-2,769
Closed -$200K – 620
2021
Q4 		$200K Buy
+2,769
New +$200K 0.01% 577

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Modera Wealth Management's IBTX Position: Q1 2022 in Review

Modera Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2022, closing a stake of 2,769 shares — an estimated $200K sold.

Modera Wealth Management first reported a position in IBTX in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 196 funds tracked by Wall St. Rank hold IBTX as of Q1 2022.

  • Modera Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,769 Independent Bank Group, Inc. shares in Q1 2022, an estimated $200K.
  • Modera Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Independent Bank Group, Inc. position peaked at $200K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.