PEAK6 Investments’s Independent Bank Group, Inc. IBTX Stock Holding History

PEAK6 Investments’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
2023 Q4	–	Sell	-4,030	Closed	-$159K	–	5031
2023 Q3	$159K	Sell	4,030 -1,716	-30%	-$70K	﹤0.01%	3189
2023 Q2	$198K	Buy	5,746 +3,067	+114%	+$114K	﹤0.01%	2881
2023 Q1	$124K	Buy	+2,679	New	+$152K	﹤0.01%	3409
2022 Q4	–	Sell	-3,558	Closed	-$218K	–	5590
2022 Q3	$218K	Sell	3,558 -4,306	-55%	-$297K	﹤0.01%	3593
2022 Q2	$342K	Buy	7,864 +6,670	+559%	+$466K	﹤0.01%	4221
2022 Q1	$85K	Buy	+1,194	New	+$90.8K	﹤0.01%	4374
2021 Q1	–	Sell	-69,867	Closed	-$4.37M	–	5908
2020 Q4	$4.37M	Buy	69,867 +46,658	+201%	+$2.58M	0.01%	1167
2020 Q3	$1.02M	Buy	+23,209	New	+$1.03M	﹤0.01%	2251
2020 Q2	–	Sell	-3,895	Closed	-$126K	–	5064
2020 Q1	$92K	Buy	+3,895	New	+$179K	﹤0.01%	3342

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PEAK6 Investments's IBTX Position: Q4 2023 in Review

PEAK6 Investments sold out of Independent Bank Group, Inc. (IBTX) in Q4 2023, closing a stake of 4,030 shares — an estimated $159K sold.

PEAK6 Investments first reported a position in IBTX in Q1 2020 and held it in 9 quarters. The position peaked at $4.37M in Q4 2020. 195 funds tracked by Wall St. Rank hold IBTX as of Q4 2023.

PEAK6 Investments reported no remaining Independent Bank Group, Inc. position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 4,030 Independent Bank Group, Inc. shares in Q4 2023, an estimated $159K.
PEAK6 Investments first reported a position in Independent Bank Group, Inc. in Q1 2020 and held it in 9 quarters.
PEAK6 Investments's Independent Bank Group, Inc. position peaked at $4.37M in Q4 2020.
195 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.