Rockefeller Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Rockefeller Capital Management’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	-12	Closed	–	–	4244
2022 Q4	$0	Hold	12	–	–	﹤0.01%	4446
2022 Q3	$0	Sell	12 -78	-87%	-$5.38K	﹤0.01%	4635
2022 Q2	$5K	Buy	90 +57	+173%	+$3.98K	﹤0.01%	3497
2022 Q1	$2K	Sell	33 -100	-75%	-$7.61K	﹤0.01%	3680
2021 Q4	$9K	Buy	+133	New	+$9.62K	﹤0.01%	3054
2021 Q1	–	Sell	-400	Closed	-$25K	–	3488
2020 Q4	$25K	Buy	+400	New	+$22.1K	﹤0.01%	1925
2020 Q3	–	Sell	-20	Closed	-$1K	–	2934
2020 Q2	$1K	Buy	+20	New	+$647	﹤0.01%	2561

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

Rockefeller Capital Management's IBTX Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2023, closing a stake of 12 shares.

Rockefeller Capital Management first reported a position in IBTX in Q2 2020 and held it in 7 quarters. The position peaked at $25K in Q4 2020. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

Rockefeller Capital Management reported no remaining Independent Bank Group, Inc. position as of Q1 2023 after selling out during the quarter.
Rockefeller Capital Management sold 12 Independent Bank Group, Inc. shares in Q1 2023.
Rockefeller Capital Management first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 7 quarters.
Rockefeller Capital Management's Independent Bank Group, Inc. position peaked at $25K in Q4 2020.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.