Richard Bernstein Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Richard Bernstein 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
2022 Q1	–	Sell	-52,780	Closed	-$3.81M	–	287
2021 Q4	$3.81M	Hold	52,780	–	–	0.07%	133
2021 Q3	$3.75M	Buy	52,780 +2,997	+6%	+$209K	0.08%	142
2021 Q2	$3.68M	Hold	49,783	–	–	0.08%	145
2021 Q1	$3.6M	Buy	+49,783	New	+$3.49M	0.08%	139

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Richard Bernstein Advisors's IBTX Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2022, closing a stake of 52,780 shares — an estimated $3.81M sold.

Richard Bernstein Advisors first reported a position in IBTX in Q1 2021 and held it in 4 quarters. The position peaked at $3.81M in Q4 2021. 196 funds tracked by Wall St. Rank hold IBTX as of Q1 2022.

Richard Bernstein Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 52,780 Independent Bank Group, Inc. shares in Q1 2022, an estimated $3.81M.
Richard Bernstein Advisors first reported a position in Independent Bank Group, Inc. in Q1 2021 and held it in 4 quarters.
Richard Bernstein Advisors's Independent Bank Group, Inc. position peaked at $3.81M in Q4 2021.
196 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.