PWPS
IBTX

Pinnacle Wealth Planning Services’s Independent Bank Group, Inc. IBTX Stock Holding History

Pinnacle Wealth Planning Services’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
-812
Closed -$51K – 2313
2020
Q4 		$51K Buy
+812
New +$44.9K 0.01% 790

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

Pinnacle Wealth Planning Services's IBTX Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Independent Bank Group, Inc. (IBTX) in Q1 2021, closing a stake of 812 shares — an estimated $51K sold.

Pinnacle Wealth Planning Services first reported a position in IBTX in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 188 funds tracked by Wall St. Rank hold IBTX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Independent Bank Group, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 812 Independent Bank Group, Inc. shares in Q1 2021, an estimated $51K.
  • Pinnacle Wealth Planning Services first reported a position in Independent Bank Group, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Independent Bank Group, Inc. position peaked at $51K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.