PWAG
IBTX

Polaris Wealth Advisory Group’s Independent Bank Group, Inc. IBTX Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q4 		– Sell
-4,930
Closed -$257K – 194
2019
Q3 		$257K Hold
4,930
– – 0.02% 132
2019
Q2 		$274K Hold
4,930
– – 0.02% 125
2019
Q1 		$264K Hold
4,930
– – 0.02% 140
2018
Q4 		$226K Sell
4,930
-2,345
-32% -$133K 0.02% 134
2018
Q3 		$482K Buy
+7,275
New +$497K 0.03% 109

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's IBTX Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Independent Bank Group, Inc. (IBTX) in Q4 2019, closing a stake of 4,930 shares — an estimated $257K sold.

Polaris Wealth Advisory Group first reported a position in IBTX in Q3 2018 and held it in 5 quarters. The position peaked at $482K in Q3 2018. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Independent Bank Group, Inc. position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,930 Independent Bank Group, Inc. shares in Q4 2019, an estimated $257K.
  • Polaris Wealth Advisory Group first reported a position in Independent Bank Group, Inc. in Q3 2018 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Independent Bank Group, Inc. position peaked at $482K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.