SPIA
IBTX

Steward Partners Investment Advisory’s Independent Bank Group, Inc. IBTX Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-846
Closed -$38.6K – 3765
2024
Q1 		$38.6K Hold
846
– – ﹤0.01% 2232
2023
Q4 		$43K Hold
846
– – ﹤0.01% 2061
2023
Q3 		$33.5K Hold
846
– – ﹤0.01% 2086
2023
Q2 		$29.2K Buy
+846
New +$31.4K ﹤0.01% 2093

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Steward Partners Investment Advisory's IBTX Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 846 shares — an estimated $38.6K sold.

Steward Partners Investment Advisory first reported a position in IBTX in Q2 2023 and held it in 4 quarters. The position peaked at $43K in Q4 2023. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 846 Independent Bank Group, Inc. shares in Q2 2024, an estimated $38.6K.
  • Steward Partners Investment Advisory first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Independent Bank Group, Inc. position peaked at $43K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.