Sutton Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-263	Closed	-$15.8K	–	1667
2022 Q4	$15.8K	Buy	263 +3	+1%	+$191	0.01%	791
2022 Q3	$16K	Sell	260 -141	-35%	-$9.73K	0.01%	734
2022 Q2	$27.2K	Sell	401 -196	-33%	-$13.7K	0.01%	563
2022 Q1	$42.5K	Buy	597 +181	+44%	+$13.8K	0.01%	458
2021 Q4	$30K	Buy	416 +157	+61%	+$11.4K	0.01%	584
2021 Q3	$18.4K	Sell	259 -137	-35%	-$9.54K	0.01%	716
2021 Q2	$29.3K	Buy	396 +137	+53%	+$10.4K	0.01%	580
2021 Q1	$18.7K	Hold	259	–	–	0.01%	691
2020 Q4	$16.2K	Hold	259	–	–	0.01%	668
2020 Q3	$11.4K	Sell	259 -260	-50%	-$11.5K	0.01%	697
2020 Q2	$21K	Buy	+519	New	+$16.8K	0.01%	517

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sutton Wealth Advisors's IBTX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2023, closing a stake of 263 shares — an estimated $15.8K sold.

Sutton Wealth Advisors first reported a position in IBTX in Q2 2020 and held it in 11 quarters. The position peaked at $42.5K in Q1 2022. 189 funds tracked by Wall St. Rank hold IBTX as of Q1 2023.

Sutton Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 263 Independent Bank Group, Inc. shares in Q1 2023, an estimated $15.8K.
Sutton Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 11 quarters.
Sutton Wealth Advisors's Independent Bank Group, Inc. position peaked at $42.5K in Q1 2022.
189 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.