O'Shaughnessy Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

O'Shaughnessy Asset 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
2021 Q4	–	Sell	-174	Closed	-$12K	–	2827
2021 Q3	$12K	Buy	174 +27	+18%	+$1.88K	﹤0.01%	2121
2021 Q2	$11K	Buy	147 +76	+107%	+$5.76K	﹤0.01%	1988
2021 Q1	$5K	Hold	71	–	–	﹤0.01%	1947
2020 Q4	$4K	Buy	71 +10	+16%	+$553	﹤0.01%	1755
2020 Q3	$3K	Buy	+61	New	+$2.7K	﹤0.01%	1612
2020 Q1	–	Sell	-236	Closed	-$13K	–	2035
2019 Q4	$13K	Buy	+236	New	+$13.1K	﹤0.01%	1249

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

O'Shaughnessy Asset Management's IBTX Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2021, closing a stake of 174 shares — an estimated $12K sold.

O'Shaughnessy Asset Management first reported a position in IBTX in Q4 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Independent Bank Group, Inc. position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 174 Independent Bank Group, Inc. shares in Q4 2021, an estimated $12K.
O'Shaughnessy Asset Management first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 6 quarters.
O'Shaughnessy Asset Management's Independent Bank Group, Inc. position peaked at $13K in Q4 2019.
187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.