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
Q1 		– Sell
-2,100
Closed -$106K – 10352
2023
Q4 		$106K Buy
+2,100
New +$85.2K ﹤0.01% 5334
2023
Q1 		– Sell
-1,000
Closed -$60K – 10775
2022
Q4 		$60K Hold
1,000
– – ﹤0.01% 5653
2022
Q3 		$61K Buy
1,000
+500
+100% +$34.5K ﹤0.01% 6177
2022
Q2 		$33K Buy
+500
New +$34.9K ﹤0.01% 7039
2021
Q2 		– Sell
-8
Closed -$57K – 11155
2021
Q1 		$57K Sell
8
-100
-93% -$7.01K ﹤0.01% 6452
2020
Q4 		$675K Sell
108
-128
-54% -$7.08K ﹤0.01% 3058
2020
Q3 		$1.04M Buy
236
+196
+490% +$8.67K ﹤0.01% 2190
2020
Q2 		$162K Sell
40
-35
-47% -$1.13K ﹤0.01% 4246
2020
Q1 		$177K Sell
75
-113
-60% -$5.19K ﹤0.01% 3739
2019
Q4 		$1.04M Buy
+188
New +$10.4K ﹤0.01% 2063
2019
Q3 		– Sell
-1
Closed -$5K – 8364
2019
Q2 		$5K Sell
1
-9
-90% -$489 ﹤0.01% 6504
2019
Q1 		$51K Buy
+10
New +$538 ﹤0.01% 4995
2018
Q4 		– Sell
-105
Closed -$696K – 8516
2018
Q3 		$696K Hold
105
– – ﹤0.01% 2274
2018
Q2 		$701K Buy
+105
New +$7.66K ﹤0.01% 2130

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.