PMA
IBTX

Prudent Man Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Prudent Man Advisors’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
Q1 		– Sell
-3,539
Closed -$213K – 219
2022
Q4 		$213K Buy
+3,539
New +$225K 0.09% 180
2022
Q3 		– Sell
-3,021
Closed -$205K – 180
2022
Q2 		$205K Sell
3,021
-169
-5% -$11.8K 0.1% 150
2022
Q1 		$227K Buy
3,190
+184
+6% +$14K 0.09% 161
2021
Q4 		$217K Buy
+3,006
New +$217K 0.08% 173

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
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 $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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Prudent Man Advisors's IBTX Position: Q1 2023 in Review

Prudent Man Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2023, closing a stake of 3,539 shares — an estimated $213K sold.

Prudent Man Advisors first reported a position in IBTX in Q4 2021 and held it in 4 quarters. The position peaked at $227K in Q1 2022. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

  • Prudent Man Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 3,539 Independent Bank Group, Inc. shares in Q1 2023, an estimated $213K.
  • Prudent Man Advisors first reported a position in Independent Bank Group, Inc. in Q4 2021 and held it in 4 quarters.
  • Prudent Man Advisors's Independent Bank Group, Inc. position peaked at $227K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.