SC
IBTX

Schubert & Co’s Independent Bank Group, Inc. IBTX Stock Holding History

Schubert & Co’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
Q2 		– Sell
-23
Closed -$1.07K – 1671
2023
Q1 		$1.07K Buy
23
+7
+44% +$398 ﹤0.01% 1171
2022
Q4 		$961 Sell
16
-4
-20% -$254 ﹤0.01% 1191
2022
Q3 		$1K Buy
20
+2
+11% +$138 ﹤0.01% 1355
2022
Q2 		$1K Buy
18
+10
+125% +$698 ﹤0.01% 1422
2022
Q1 		$1K Buy
8
+3
+60% +$228 ﹤0.01% 1044
2021
Q4 		$0 Buy
+5
New +$362 ﹤0.01% 1393

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Schubert & Co's IBTX Position: Q2 2023 in Review

Schubert & Co sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 23 shares — an estimated $1.07K sold.

Schubert & Co first reported a position in IBTX in Q4 2021 and held it in 6 quarters. The position peaked at $1.07K in Q1 2023. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

  • Schubert & Co reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 23 Independent Bank Group, Inc. shares in Q2 2023, an estimated $1.07K.
  • Schubert & Co first reported a position in Independent Bank Group, Inc. in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Independent Bank Group, Inc. position peaked at $1.07K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.