RPWA
IBTX

Regent Peak Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-11
Closed -$1K – 1159
2020
Q4 		$1K Buy
+11
New +$609 ﹤0.01% 1045

Other funds holding IBTX

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Vanguard Group
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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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Regent Peak Wealth Advisors's IBTX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in IBTX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 188 funds tracked by Wall St. Rank hold IBTX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11 Independent Bank Group, Inc. shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Independent Bank Group, Inc. position peaked at $1K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.