PFO
IBTX

Pathstone Family Office’s Independent Bank Group, Inc. IBTX Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-9
Closed -$1K – 1492
2020
Q4 		$1K Hold
9
– – ﹤0.01% 1137
2020
Q3 		$0 Sell
9
-9
-50% -$398 ﹤0.01% 1064
2020
Q2 		$0 Buy
+18
New +$583 ﹤0.01% 1055

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Pathstone Family Office's IBTX Position: Q1 2021 in Review

Pathstone Family Office sold out of Independent Bank Group, Inc. (IBTX) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in IBTX in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 188 funds tracked by Wall St. Rank hold IBTX as of Q1 2021.

  • Pathstone Family Office reported no remaining Independent Bank Group, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 9 Independent Bank Group, Inc. shares in Q1 2021, an estimated $1K.
  • Pathstone Family Office first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Independent Bank Group, Inc. position peaked at $1K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.