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

TCI 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 Q2	–	Sell	-287	Closed	-$13.3K	–	2506
2023 Q1	$13.3K	Buy	287 +285	+14,250%	+$16.2K	﹤0.01%	915
2022 Q4	$120	Sell	2 -126	-98%	-$8.01K	﹤0.01%	2391
2022 Q3	$8K	Buy	128 +3	+2%	+$207	﹤0.01%	1211
2022 Q2	$8K	Buy	125 +28	+29%	+$1.95K	﹤0.01%	1204
2022 Q1	$7K	Hold	97	–	–	﹤0.01%	1380
2021 Q4	$7K	Buy	97 +10	+11%	+$723	﹤0.01%	1489
2021 Q3	$6K	Sell	87 -20	-19%	-$1.39K	﹤0.01%	1540
2021 Q2	$8K	Buy	107 +33	+45%	+$2.5K	﹤0.01%	1166
2021 Q1	$5K	Buy	74 +66	+825%	+$4.63K	﹤0.01%	1333
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	1521
2020 Q3	$0	Buy	+8	New	+$354	﹤0.01%	1736

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

TCI Wealth Advisors's IBTX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 287 shares — an estimated $13.3K sold.

TCI Wealth Advisors first reported a position in IBTX in Q3 2020 and held it in 11 quarters. The position peaked at $13.3K in Q1 2023. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

TCI Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 287 Independent Bank Group, Inc. shares in Q2 2023, an estimated $13.3K.
TCI Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q3 2020 and held it in 11 quarters.
TCI Wealth Advisors's Independent Bank Group, Inc. position peaked at $13.3K in Q1 2023.
178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.