Raymond James & Associates’s Independent Bank Group, Inc. IBTX Stock Holding History

Raymond James & Associates’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
2024 Q3	$1.03M	Sell	17,835 -2,141	-11%	-$117K	﹤0.01%	2670
2024 Q2	$909K	Sell	19,976 -1,459	-7%	-$62.2K	﹤0.01%	2693
2024 Q1	$979K	Buy	21,435 +3,605	+20%	+$168K	﹤0.01%	2608
2023 Q4	$907K	Buy	17,830 +1,548	+10%	+$62.8K	﹤0.01%	2572
2023 Q3	$644K	Buy	16,282 +891	+6%	+$36.4K	﹤0.01%	2726
2023 Q2	$531K	Buy	15,391 +6,936	+82%	+$257K	﹤0.01%	2902
2023 Q1	$392K	Buy	8,455 +2,849	+51%	+$162K	﹤0.01%	3057
2022 Q4	$337K	Buy	5,606 +59	+1%	+$3.75K	﹤0.01%	3146
2022 Q3	$341K	Buy	5,547 +695	+14%	+$48K	﹤0.01%	3099
2022 Q2	$329K	Buy	4,852 +127	+3%	+$8.87K	﹤0.01%	3175
2022 Q1	$336K	Buy	+4,725	New	+$359K	﹤0.01%	3346
2018 Q4	–	Sell	-34,364	Closed	-$2.28M	–	3829
2018 Q3	$2.28M	Sell	34,364 -716	-2%	-$48.9K	﹤0.01%	1735
2018 Q2	$2.34M	Buy	35,080 +1,249	+4%	+$91.1K	﹤0.01%	1661
2018 Q1	$2.39M	Buy	+33,831	New	+$2.43M	﹤0.01%	1594

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Raymond James & Associates's IBTX Position: Q3 2024 in Review

Raymond James & Associates reduced its Independent Bank Group, Inc. (IBTX) stake by 11% in Q3 2024, selling an estimated $117K and leaving 17,835 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Raymond James & Associates first reported a position in IBTX in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.39M in Q1 2018. 208 funds tracked by Wall St. Rank hold IBTX as of Q3 2024.

Raymond James & Associates held 17,835 shares of Independent Bank Group, Inc. worth $1.03M as of Q3 2024.
Raymond James & Associates sold 2,141 Independent Bank Group, Inc. shares in Q3 2024, an estimated $117K.
Independent Bank Group, Inc. made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2670 holding.
Raymond James & Associates first reported a position in Independent Bank Group, Inc. in Q1 2018 and has held it in 14 quarters since.
Raymond James & Associates's Independent Bank Group, Inc. position peaked at $2.39M in Q1 2018.
208 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.