Silvercrest Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Silvercrest Asset 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
2024 Q4	–	Sell	-123,972	Closed	-$7.15M	–	875
2024 Q3	$7.15M	Sell	123,972 -674	-0.5%	-$36.8K	0.05%	322
2024 Q2	$5.67M	Buy	124,646 +43,531	+54%	+$1.86M	0.04%	377
2024 Q1	$3.7M	Buy	81,115 +17,875	+28%	+$834K	0.03%	437
2023 Q4	$3.22M	Buy	+63,240	New	+$2.57M	0.02%	435
2020 Q1	–	Sell	-67,584	Closed	-$3.75M	–	813
2019 Q4	$3.75M	Sell	67,584 -2,891	-4%	-$161K	0.03%	403
2019 Q3	$3.71M	Buy	+70,475	New	+$3.72M	0.03%	400

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Silvercrest Asset Management's IBTX Position: Q4 2024 in Review

Silvercrest Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 123,972 shares — an estimated $7.15M sold.

Silvercrest Asset Management first reported a position in IBTX in Q3 2019 and held it in 6 quarters. The position peaked at $7.15M in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

Silvercrest Asset Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
Silvercrest Asset Management sold 123,972 Independent Bank Group, Inc. shares in Q4 2024, an estimated $7.15M.
Silvercrest Asset Management first reported a position in Independent Bank Group, Inc. in Q3 2019 and held it in 6 quarters.
Silvercrest Asset Management's Independent Bank Group, Inc. position peaked at $7.15M in Q3 2024.
187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Silvercrest Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.