PI
IBTX

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
-1,500
Closed -$59.3K – 5030
2023
Q3 		$59.3K Buy
+1,500
New +$61.2K ﹤0.01% 3584
2022
Q4 		– Sell
-100
Closed -$6K – 5589
2022
Q3 		$6K Hold
100
– – ﹤0.01% 4659
2022
Q2 		$7K Sell
100
-1,600
-94% -$112K ﹤0.01% 5876
2022
Q1 		$121K Buy
+1,700
New +$129K ﹤0.01% 4192
2021
Q4 		– Sell
-3,600
Closed -$256K – 6161
2021
Q3 		$256K Buy
+3,600
New +$251K ﹤0.01% 3806
2021
Q1 		– Sell
-2,500
Closed -$156K – 5907
2020
Q4 		$156K Buy
2,500
+1,000
+67% +$55.3K ﹤0.01% 3858
2020
Q3 		$66K Sell
1,500
-4,100
-73% -$181K ﹤0.01% 3959
2020
Q2 		$227K Sell
5,600
-1,700
-23% -$55K ﹤0.01% 3301
2020
Q1 		$173K Sell
7,300
-65,900
-90% -$3.03M ﹤0.01% 2966
2019
Q4 		$4.06M Sell
73,200
-7,200
-9% -$400K 0.02% 722
2019
Q3 		$4.21M Buy
80,400
+14,500
+22% +$766K 0.03% 780
2019
Q2 		$3.62M Buy
65,900
+51,200
+348% +$2.78M 0.02% 896
2019
Q1 		$754K Sell
14,700
-25,300
-63% -$1.36M ﹤0.01% 2072
2018
Q4 		$1.83M Sell
40,000
-34,400
-46% -$1.95M 0.01% 1295
2018
Q3 		$4.93M Buy
+74,400
New +$5.08M 0.02% 800

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 $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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.