Precedent Wealth Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Precedent Wealth Partners’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
2025 Q1	–	Sell	-6,693	Closed	-$406K	–	164
2024 Q4	$406K	Sell	6,693 -500	-7%	-$31K	0.13%	124
2024 Q3	$415K	Buy	+7,193	New	+$393K	0.14%	114

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Precedent Wealth Partners's IBTX Position: Q1 2025 in Review

Precedent Wealth Partners sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 6,693 shares — an estimated $406K sold.

Precedent Wealth Partners first reported a position in IBTX in Q3 2024 and held it in 2 quarters. The position peaked at $415K in Q3 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Precedent Wealth Partners reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Precedent Wealth Partners sold 6,693 Independent Bank Group, Inc. shares in Q1 2025, an estimated $406K.
Precedent Wealth Partners first reported a position in Independent Bank Group, Inc. in Q3 2024 and held it in 2 quarters.
Precedent Wealth Partners's Independent Bank Group, Inc. position peaked at $415K in Q3 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Precedent Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.