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 Q4	–	Sell	-1,300	Closed	-$74K	–	9995
2024 Q3	$74K	Hold	1,300	–	–	﹤0.01%	5523
2024 Q2	$59K	Sell	1,300 -1,200	-48%	-$51.2K	﹤0.01%	5922
2024 Q1	$114K	Buy	+2,500	New	+$117K	﹤0.01%	5454
2023 Q3	–	Sell	-1,500	Closed	-$51K	–	10401
2023 Q2	$51K	Buy	+1,500	New	+$55.7K	﹤0.01%	5833
2022 Q1	–	Sell	-2,100	Closed	-$151K	–	12008
2021 Q4	$151K	Sell	2,100 -2,200	-51%	-$159K	﹤0.01%	5599
2021 Q3	$320K	Hold	4,300	–	–	﹤0.01%	4805
2021 Q2	$318K	Buy	+4,300	New	+$326K	﹤0.01%	4881
2020 Q2	–	Sell	-2	Closed	-$4K	–	8883
2020 Q1	$4K	Sell	2 -73	-97%	-$3.35K	﹤0.01%	7021
2019 Q4	$415K	Buy	+75	New	+$4.16K	﹤0.01%	2938

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

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.