Simplex Trading
IBTX

Simplex Trading’s Independent Bank Group, Inc. IBTX Stock Holding History

Simplex Trading’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
-59
Closed -$3.22K – 9957
2024
Q2 		$2K Sell
59
-640
-92% -$27.3K ﹤0.01% 8401
2024
Q1 		$31K Buy
699
+489
+233% +$22.8K ﹤0.01% 6735
2023
Q4 		$10K Buy
+210
New +$8.52K ﹤0.01% 7483
2023
Q3 		– Sell
-1,301
Closed -$44K – 10400
2023
Q2 		$44K Buy
+1,301
New +$48.3K ﹤0.01% 5981
2022
Q1 		– Sell
-751
Closed -$54K – 12007
2021
Q4 		$54K Sell
751
-1,216
-62% -$87.9K ﹤0.01% 7179
2021
Q3 		$146K Hold
1,967
– – ﹤0.01% 6083
2021
Q2 		$145K Buy
+1,967
New +$149K ﹤0.01% 6191
2020
Q2 		– Sell
-403
Closed -$13K – 8882
2020
Q1 		$9K Sell
403
-2,966
-88% -$136K ﹤0.01% 6580
2019
Q4 		$186K Buy
3,369
+3,366
+112,200% +$187K ﹤0.01% 3857
2019
Q3 		$0 Sell
3
-4
-57% -$211 ﹤0.01% 8365
2019
Q2 		$0 Buy
+7
New +$381 ﹤0.01% 8357
2018
Q4 		– Sell
-66
Closed -$4K – 8517
2018
Q3 		$4K Buy
+66
New +$4.51K ﹤0.01% 6923

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplex Trading's IBTX Position: Q3 2024 in Review

Simplex Trading sold out of Independent Bank Group, Inc. (IBTX) in Q3 2024, closing a stake of 59 shares — an estimated $3.22K sold.

Simplex Trading first reported a position in IBTX in Q3 2018 and held it in 12 quarters. The position peaked at $186K in Q4 2019. 208 funds tracked by Wall St. Rank hold IBTX as of Q3 2024.

  • Simplex Trading reported no remaining Independent Bank Group, Inc. position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 59 Independent Bank Group, Inc. shares in Q3 2024, an estimated $3.22K.
  • Simplex Trading first reported a position in Independent Bank Group, Inc. in Q3 2018 and held it in 12 quarters.
  • Simplex Trading's Independent Bank Group, Inc. position peaked at $186K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.