SG Americas Securities
IBTX

SG Americas Securities’s Independent Bank Group, Inc. IBTX Stock Holding History

SG Americas Securities’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 		– Sell
-4,262
Closed -$194K – 3662
2024
Q2 		$194K Sell
4,262
-183
-4% -$7.8K ﹤0.01% 2181
2024
Q1 		$203K Buy
+4,445
New +$207K ﹤0.01% 1966
2023
Q4 		– Sell
-23,217
Closed -$918K – 3560
2023
Q3 		$918K Buy
23,217
+13,443
+138% +$549K 0.01% 1335
2023
Q2 		$337K Sell
9,774
-5,801
-37% -$215K ﹤0.01% 1565
2023
Q1 		$722K Buy
15,575
+13,207
+558% +$750K 0.01% 1418
2022
Q4 		$142K Sell
2,368
-5,441
-70% -$346K ﹤0.01% 2479
2022
Q3 		$479K Buy
7,809
+4,537
+139% +$313K 0.01% 1589
2022
Q2 		$222K Buy
3,272
+962
+42% +$67.2K ﹤0.01% 2597
2022
Q1 		$164K Sell
2,310
-27,665
-92% -$2.1M ﹤0.01% 2529
2021
Q4 		$2.16M Sell
29,975
-29,782
-50% -$2.15M 0.01% 1018
2021
Q3 		$4.25M Buy
59,757
+57,171
+2,211% +$3.98M 0.02% 650
2021
Q2 		$191K Sell
2,586
-809
-24% -$61.3K ﹤0.01% 2365
2021
Q1 		$245K Sell
3,395
-10,449
-75% -$733K ﹤0.01% 2535
2020
Q4 		$866K Buy
13,844
+1,301
+10% +$72K ﹤0.01% 1618
2020
Q3 		$554K Sell
12,543
-4,103
-25% -$181K ﹤0.01% 1568
2020
Q2 		$674K Buy
16,646
+10,047
+152% +$325K 0.01% 1801
2020
Q1 		$156K Buy
6,599
+1,884
+40% +$86.5K ﹤0.01% 2691
2019
Q4 		$261K Buy
+4,715
New +$262K ﹤0.01% 2293
2019
Q3 		– Sell
-4,143
Closed -$228K – 3411
2019
Q2 		$228K Sell
4,143
-1,002
-19% -$54.5K ﹤0.01% 2344
2019
Q1 		$264K Sell
5,145
-79
-2% -$4.25K ﹤0.01% 2374
2018
Q4 		$239K Buy
+5,224
New +$297K ﹤0.01% 2305

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
Macquarie Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SG Americas Securities's IBTX Position: Q3 2024 in Review

SG Americas Securities sold out of Independent Bank Group, Inc. (IBTX) in Q3 2024, closing a stake of 4,262 shares — an estimated $194K sold.

SG Americas Securities first reported a position in IBTX in Q4 2018 and held it in 21 quarters. The position peaked at $4.25M in Q3 2021. 208 funds tracked by Wall St. Rank hold IBTX as of Q3 2024.

  • SG Americas Securities reported no remaining Independent Bank Group, Inc. position as of Q3 2024 after selling out during the quarter.
  • SG Americas Securities sold 4,262 Independent Bank Group, Inc. shares in Q3 2024, an estimated $194K.
  • SG Americas Securities first reported a position in Independent Bank Group, Inc. in Q4 2018 and held it in 21 quarters.
  • SG Americas Securities's Independent Bank Group, Inc. position peaked at $4.25M in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2024.

Based on SG Americas Securities's 13F filing for Q3 2024, filed 3 Oct 2024.