Paloma Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Paloma Partners’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 Q2	–	Sell	-4,744	Closed	-$343K	–	2542
2021 Q1	$343K	Buy	4,744 +1,526	+47%	+$107K	0.01%	1392
2020 Q4	$201K	Sell	3,218 -4,229	-57%	-$234K	0.01%	1384
2020 Q3	$329K	Buy	+7,447	New	+$329K	0.01%	1427
2020 Q1	–	Sell	-18,608	Closed	-$1.03M	–	2413
2019 Q4	$1.03M	Buy	+18,608	New	+$1.03M	0.02%	934
2019 Q1	–	Sell	-11,774	Closed	-$538K	–	2113
2018 Q4	$538K	Buy	11,774 +7,047	+149%	+$400K	0.02%	650
2018 Q3	$313K	Buy	+4,727	New	+$323K	0.01%	1211

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Paloma Partners's IBTX Position: Q2 2021 in Review

Paloma Partners sold out of Independent Bank Group, Inc. (IBTX) in Q2 2021, closing a stake of 4,744 shares — an estimated $343K sold.

Paloma Partners first reported a position in IBTX in Q3 2018 and held it in 6 quarters. The position peaked at $1.03M in Q4 2019. 177 funds tracked by Wall St. Rank hold IBTX as of Q2 2021.

Paloma Partners reported no remaining Independent Bank Group, Inc. position as of Q2 2021 after selling out during the quarter.
Paloma Partners sold 4,744 Independent Bank Group, Inc. shares in Q2 2021, an estimated $343K.
Paloma Partners first reported a position in Independent Bank Group, Inc. in Q3 2018 and held it in 6 quarters.
Paloma Partners's Independent Bank Group, Inc. position peaked at $1.03M in Q4 2019.
177 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2021.

Based on Paloma Partners's 13F filing for Q2 2021, filed 16 Aug 2021.