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Stonebridge Capital Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Stonebridge Capital Advisors’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
2020
Q3 		– Sell
-1,443
Closed -$58K – 807
2020
Q2 		$58K Hold
1,443
– – 0.01% 273
2020
Q1 		$34K Hold
1,443
– – 0.01% 307
2019
Q4 		$80K Hold
1,443
– – 0.01% 267
2019
Q3 		$76K Hold
1,443
– – 0.01% 271
2019
Q2 		$79K Buy
+1,443
New +$78.5K 0.01% 262

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Capital Advisors's IBTX Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q3 2020, closing a stake of 1,443 shares — an estimated $58K sold.

Stonebridge Capital Advisors first reported a position in IBTX in Q2 2019 and held it in 5 quarters. The position peaked at $80K in Q4 2019. 155 funds tracked by Wall St. Rank hold IBTX as of Q3 2020.

  • Stonebridge Capital Advisors reported no remaining Independent Bank Group, Inc. position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,443 Independent Bank Group, Inc. shares in Q3 2020, an estimated $58K.
  • Stonebridge Capital Advisors first reported a position in Independent Bank Group, Inc. in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's Independent Bank Group, Inc. position peaked at $80K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.