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Oxford Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Oxford 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
2024
Q4 		– Sell
-4,895
Closed -$282K – 638
2024
Q3 		$282K Sell
4,895
-995
-17% -$54.4K 0.23% 173
2024
Q2 		$268K Buy
+5,890
New +$251K 0.26% 153
2020
Q1 		– Sell
-26,046
Closed -$1.44M – 1740
2019
Q4 		$1.44M Buy
+26,046
New +$1.45M 0.04% 622

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oxford Asset Management's IBTX Position: Q4 2024 in Review

Oxford Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 4,895 shares — an estimated $282K sold.

Oxford Asset Management first reported a position in IBTX in Q4 2019 and held it in 3 quarters. The position peaked at $1.44M in Q4 2019. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Oxford Asset Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Oxford Asset Management sold 4,895 Independent Bank Group, Inc. shares in Q4 2024, an estimated $282K.
  • Oxford Asset Management first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 3 quarters.
  • Oxford Asset Management's Independent Bank Group, Inc. position peaked at $1.44M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Oxford Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.