SC
IBTX

Steven Cohen’s Independent Bank Group, Inc. IBTX Stock Holding History

Steven Cohen’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
2023
Q4 		– Sell
-729
Closed -$28.8K – 3027
2023
Q3 		$28.8K Buy
729
+245
+51% +$10K ﹤0.01% 2238
2023
Q2 		$16.7K Sell
484
-990
-67% -$36.8K ﹤0.01% 1824
2023
Q1 		$68.3K Buy
1,474
+1,472
+73,600% +$83.6K ﹤0.01% 1714
2022
Q4 		$120 Buy
+2
New +$127 ﹤0.01% 1468

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Steven Cohen's IBTX Position: Q4 2023 in Review

Steven Cohen sold out of Independent Bank Group, Inc. (IBTX) in Q4 2023, closing a stake of 729 shares — an estimated $28.8K sold.

Steven Cohen first reported a position in IBTX in Q4 2022 and held it in 4 quarters. The position peaked at $68.3K in Q1 2023. 195 funds tracked by Wall St. Rank hold IBTX as of Q4 2023.

  • Steven Cohen reported no remaining Independent Bank Group, Inc. position as of Q4 2023 after selling out during the quarter.
  • Steven Cohen sold 729 Independent Bank Group, Inc. shares in Q4 2023, an estimated $28.8K.
  • Steven Cohen first reported a position in Independent Bank Group, Inc. in Q4 2022 and held it in 4 quarters.
  • Steven Cohen's Independent Bank Group, Inc. position peaked at $68.3K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2023.

Based on Point72 Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.