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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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.